Administrator, Regional Account Support

RBC • Montreal, QC

4d • Onsite

About The Position

The Regional 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. 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.

Requirements

• Post-secondary education or equivalent.
• 3 years of administration experience.
• General working knowledge of the financial services and securities industries.
• Bilingualism (English and French) required.
• Ability to work effectively with others and be perceived as a professional business partner.
• Ability to resolve issues and aspects of administration independently.
• Technological literacy, especially with Microsoft Excel, Word, and Mail Merge.

Nice To Haves

• Estate and trust administration courses.
• Estate administration experience.
• Canadian Securities Course (CSC).

Responsibilities

• Assist and support Officers in ensuring administrative tasks are properly completed.
• Gather information relating to client holdings in an estate environment.
• Support a book of accounts and demonstrate high-quality service.
• Communicate in a timely manner (written, verbal, electronic) with internal support groups and external contacts.
• Build summaries of estate assets using proprietary software.
• Collect assets from internal and external sources.
• Resolve inquiries independently and seek support from the team leader when 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree