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Royal Bank of Canada

Global banking, wealth management, and insurance

Administrator - National Distribution Team

Wealth Management & Financial AdvisoryPosted on Nov 13
Full-time

About the Job

Requirements

  • Post-secondary education and 1–3 years of estate and trust, tax, and/or client services experience.
  • General working knowledge of the securities and financial services industry.
  • Excellent written, verbal, and electronic communication skills.
  • Ability to work effectively with others and function as a professional business partner with co-workers and external contacts.
  • Ability to resolve administrative issues independently.
  • Technological literacy.

Responsibilities

  • Ensure account administration procedures and business unit policies do not impede delivery of the overall client experience.
  • Ensure client expectations are met by respecting key deliverables.
  • Promote and demonstrate the corporation's objectives, vision, and values, balancing the needs of clients, employees, and shareholders.
  • Maintain timely written, verbal, and electronic communication with internal support groups and external contacts.
  • Resolve inquiries and administrative errors as required, and refer more complex administrative issues to the Manager or Trust Officer.
  • Assist with collecting, facilitating, and coordinating information and documentation to ensure account administration is carried out according to governing documents, relevant legislation, client needs, company policy, and department objectives.
  • Maintain working relationships with team members to ensure information needed to prepare tax returns is complete and accurate.
  • Monitor opportunities and identify operational risks or potential losses; recommend and implement corrective action plans.
  • Keep skills, knowledge, and accreditations current and aligned with position requirements.
  • Provide training to new employees as required, assist others, and provide backup relief for other positions.

Desired Qualifications

  • Estate and Trust Administration courses.
  • Canadian Securities Course.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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