Trust Technical Assistant Manager

Royal Bank of Canada

Responsibilities
Company Type
Workhours

What is the opportunity?

You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business and will have a designated list of fiduciary entities (for example, trusts, companies, foundations and nomineeships) as agreed from time to time.  You will be involved with complex and bespoke services provided to these entities with the support of Fiduciary Management, Fiduciary Structure Management and Professional Services Group teams.

You may also be a point of contact for the client in relation to the fiduciary entities on the client’s portfolio.

 

What will you do?

You will undertake the following:

Client Commitment

  • Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in co-ordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group
  • Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM)
  • Provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management and undertake analysis of client requests with reference to the Fiduciaries where appropriate for technical input
  • Assist the Fiduciaries with fee reviews as appropriate in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business plan

Business Performance

  • Assist with the delivery of own work in progress, recovery and fee target
  • Identifying cross-selling opportunities within the existing client base and assist with new business opportunities

Operational

  • Ensure corporate policies in accordance with WMI standards and procedures are implemented and adhered to and ensure compliance with the Global Trust Operating Model (GTOM) and supporting policies and procedures
  • Assist the Fiduciaries in ensuring all Audit points are addressed and ensure PCFS projects are achieved as appropriate
  • Employee Engagement and undertake where necessary or appropriate, coaching and mentoring roles

 

What do you need to succeed?

Must-have

  • Be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice
  • Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships
  • Maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority

 

Nice-to-have

  • Participate in continuing education opportunities to maintain or enhance skills and abilities and ensure that the individual knowledge and understanding of RBC’s business remains current

 

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.

  • You will have the opportunity to work within a high performing and collaborative team
  • You will have the opportunity to undertake challenging work
  • You will have the opportunity to make a lasting impact and difference
  • We are open to flexible working

 

 

 

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

 

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers. 

 

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

 

 

JOB SUMMARY

City:  St Helier 
Address:  Gaspe House 
Work Hours/Week:  36.25 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salaried 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  2018-05-11 
Req ID:  162838

Posting Notes:  [[mfield1]]

 

Flexible Working Options Considered

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Confirmed 20 hours ago. Posted 30+ days ago.

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