Administrator – Regional Account Support
| Company | Royal Bank of Canada |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Post-secondary education or equivalent, Estate & Trust Administration courses preferred
- 3 years’ plus administration experience
- General working knowledge of the Securities and Financial Services Industry
- Excellent written/verbal/electronic communication skills
- Ability to work effectively with others and perceived as a professional business partner with co-workers and external contacts.
- Ability to resolve issues and aspects of administration independently
- Technological literacy, especially with Excel and Word, and experience with Mail Merge
Responsibilities
- Network with RBC partners and other financial institutions to gather information relating to client holdings in an estate environment.
- Support a book of accounts and demonstrate high-quality service through timely communication with internal and external contacts.
- Build an Estate Summary of Assets by gathering information about Estate assets.
- Collect assets from internal and external sources to consolidate the client’s assets in a timely manner.
- Resolve inquiries independently and seek support from the team leader as required.
- Ensure administration is carried out within company goals and objectives.
- Participate in sharing best practices and work effectively in a team-oriented environment.
Preferred Qualifications
- Previous Estate administration experience
- Canadian Securities Course