Job Description
Join RBC Royal Trust as a Full-Time Associate Trust Officer in Hamilton, where you'll deliver exceptional client service and tailor estate solutions while aiming for your Trust Officer designation.
This dynamic role calls for 2-4 years of experience focused on managing high net worth client portfolios and offering fiduciary services. You will actively engage with clients, promote relationship growth, and ensure their strategic objectives are met through customized planning.
Key Responsibilities: • Handle complex estate trusts and protection mandates • Act as a liaison for client relationship management • Implement proactive contact strategies for client retention • Identify and refer opportunities across RBC's network • Guide and support team members in their development
Requirements: • 2-4 years relevant experience in trust administration • STEP Certification/Designation in progress is advantageous • Familiarity with estate and trust principles is a plus • C...
This dynamic role calls for 2-4 years of experience focused on managing high net worth client portfolios and offering fiduciary services. You will actively engage with clients, promote relationship growth, and ensure their strategic objectives are met through customized planning.
Key Responsibilities: • Handle complex estate trusts and protection mandates • Act as a liaison for client relationship management • Implement proactive contact strategies for client retention • Identify and refer opportunities across RBC's network • Guide and support team members in their development
Requirements: • 2-4 years relevant experience in trust administration • STEP Certification/Designation in progress is advantageous • Familiarity with estate and trust principles is a plus • C...