Associate / Senior Trust Officer, Fiduciary Management
Confirmed live in the last 24 hours
Royal Bank of Canada
Job Description
Job Description
What is the Opportunity?
You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business. You will be designated a list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time. You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.
What will you do?
Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group
Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM)
Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management
Analysis of client requests with reference to the Fiduciaries where appropriate for technical input
Assist the Fiduciaries with fee reviews as appropriate in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business plan and undertake regular reviews of work in progress (WIP) and debtors to ensure recoverability
Signing client communications in accordance with policies and procedures
Ensure compliance with our and procedures and assist the Fiduciaries in ensuring all Audit points are addressed
Undertake where necessary or appropriate, coaching and mentoring roles
What do you need to succeed?
Must have
- You naturally build relationships across teams, clients, and partners and enjoy connecting with people - from clients to partners and building relationships that last.
- Stays adaptable and resilient, approaching challenges in fiduciary services with a clear, solution-driven mindset.
- Be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice.
- Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships.
- You work well with others, value open communication, and believe the best results come from teamwork.
- Excellent attention to detail and competent use of various software packages including but not limited to Microsoft Word, Excel, PowerPoint and Outlook, and workflows plus fast and accurate keyboard skills.
What is 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.
Leaders who support your development through coaching and managing opportunities.
Structured training and mentorship to build your skills and confidence.
Opportunities to grow within a global financial institution.
A collaborative and inclusive team culture.
Support for professional development and qualifications.
Opportunities to work with the best in the field.
Ability to make a difference and lasting impact.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
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Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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