Job Description
Overview
As an Associate Trust Officer, you will work towards achieving the Trust Officer designation. You will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients. This opportunity is a one-year contract with full-time hours.
What will you do?
- Handle estate, trust, and protection mandate accounts
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
- Develop proactive client contact strategies to broaden the client relationship to the next generation and with RBC Wealth Management
- Ensure client strategic objectives are known and reviewed, and a documented client action plan i...