Trust Officer

Royal Bank of Canada; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company in wealth management is seeking a Trust Officer in Toronto to administer fiduciary accounts and ensure compliance with banking regulations. The role involves producing trust reports, developing investment objectives, and promoting fiduciary services to enhance client relationships. Ideal candidates will possess strong fiduciary management and customer service skills.

Responsibilities

• Produces trust reports for internal or external clients.
• Develops investment objectives for assigned accounts while adhering to banking compliance procedures.
• Promotes the full breadth of the fiduciary platform to grow the fiduciary business.
• Oversees client profitability, marketing plans, risk management, and resolves legal issues.

Skills

Communication

Customer Service Management

Decision Making

Fiduciary Management

Group Problem Solving

Interpersonal Relationship Management

Investment Consulting

Portfolio Management

Results-Oriented

Trust Operations Management

Job description

Administers professional services on fiduciary accounts and ensures compliance with all banking regulations, policies, and procedures. Applies complete knowledge, skills, and practices to perform assignments.

Job Description

1. Produces trust reports for internal or external clients.
2. Develops investment objectives for assigned accounts while adhering to banking compliance procedures.
3. Promotes the full breadth of the fiduciary platform, such as general fiduciary, taxes, and special assets, to grow the fiduciary business within the banking industry.
4. Oversees client profitability, marketing plans, risk management, and the resolution of legal and compliance issues. Initiates and develops new client relationships.

Job Skills

Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management

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
• Posted Date: 2025-05-01
• Application Deadline: 2025-05-22
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

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Trust Officer • Toronto, ON, Canada