Administrator, Regional Account Support

RBC; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Administrator to join their Regional Account Support Team. This role involves assisting Estate & Trust Services Relationship Managers by providing exceptional client service and support. You will be responsible for preparing estate asset summaries, managing account distributions, and ensuring all administrative tasks are completed with precision. The position emphasizes teamwork, collaboration, and effective communication, making it ideal for someone who thrives in a dynamic environment. If you're passionate about making a difference and have a strong background in administration, this opportunity is for you.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Coaching and development opportunities

Flexible work/life balance options

Opportunities for career growth

Qualifications

• 3+ years of administration experience required.
• Strong knowledge of the Securities and Financial Services Industry.

Responsibilities

• Assist with estate asset summary documents and tax preparation.
• Ensure timely communication with internal and external contacts.

Skills

Communication Skills

Organizational Skills

Problem-Solving

Networking Skills

Attention to Detail

Education

Post-secondary education

Estate & Trust Administration courses

Tools

Microsoft Excel

Microsoft Word

Mail Merge

Job description

Job Summary

Job Description

What is the opportunity?

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.

What will you do?

• 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.

What do you need to succeed?

Must Have

• 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

Nice to Have

• Previous Estate administration experience
• Canadian Securities Course

What’s 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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and 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

Job Skills

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-01-28

Application Deadline: 2025-04-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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