Administrator, National Account Support

Job Description

What is the opportunity? The National Account Support team specializes in assisting Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summary documents, tax preparation, account distribution, and asset administration. You will assist and support the Officers in ensuring that administrative tasks are properly completed. Attention to detail and quality are paramount as well as ensuring key milestones are met. Teamwork, collaboration, and developing interpersonal relationships are important skills for success. What will you do?

• This is a great opportunity to network with RBC partners and other financial institutions as you gather information relating to client holdings in an estate environment.
• Your organizational skills and proactivity will successfully support a book of accounts and demonstrate the high level of quality service that our team focuses on. This will include timely written, verbal, and electronic communication with other support groups internally and with external contacts.
• As you work toward gathering information about estate assets you will build summaries of estate assets using our proprietary software designed specifically for this purpose.
• Asset collection from internal and external sources forms part of your role and represents an important part of consolidating the client’s assets in a timely manner.
• You are a keen troubleshooter and can effectively resolve inquiries on your own and willing to seek out support from your team leader, as required.
• Well versed in our policies and procedures, you will ensure that your administration is carried out within company goals and objectives.
• You will actively participate in sharing best practices, innovations, and work effectively in a team-oriented environment.

What do you need to succeed? Must-have

Nice-to-have

What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

WMRT Job Skills Additional Job Details

Address :

1 PLACE VILLE MARIE : MONTRÉAL

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-05-22

Application Deadline :

2024-06-16

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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