Administrator, Regional Account Support

RBC•Toronto, ON

2d•Onsite

About The Position

The Regional Account Support Team specializes in assisting Estate & Trust Services 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. The Administrator will assist and support Officers to ensure that the administrative tasks are properly completed. Attention to detail and quality are paramount as well as ensuring key milestones are met. Teamwork, collaboration and developing inter-personal relationships are important skills for success. 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 organization 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 towards gathering information about Estate assets you will build an Estate Summary of Assets. Asset collection from internal and external sources forms part of your role as well and represents an important part of consolidating the client’s assets in a timely manner. Your networking skills will be useful here. You are a keen trouble shooter 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.

Requirements

Post-secondary education or equivalent
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

Nice To Haves

Estate & Trust Administration courses preferred
Previous Estate administration experience
Canadian Securities Course

Responsibilities

Preparing estate asset summary documents
Tax preparation
Account distribution
Asset administration
Assist and support Officers to ensure that administrative tasks are properly completed
Gather information relating to client holdings in an estate environment
Support a book of accounts
Timely written, verbal and electronic communication with other support groups internally and with external contacts
Gathering information about Estate assets and build an Estate Summary of Assets
Asset collection from internal and external sources
Consolidating the client’s assets in a timely manner
Resolve inquiries independently and seek support from team leader as required
Ensure administration is carried out within company goals and objectives
Actively participate in sharing best practices and innovations
Work effectively in a team-oriented environment

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies