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Key skills in this ad
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Administration
Tax
Secondary education
Customer service
Sales
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About this role
Job Description What is the opportunity? The National Distribution Team specializes in assisting Royal Trust Relationship Managers by providing efficient, accurate and quality client service. Key client service elements include preparing accrued income and valuation statements, requesting preparation, preparing communication letters and account distributions.
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The Administrator will assist and support Officers to ensure that administration items are completed; quality and attention to detail 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? Ensures that account administration procedures and business unit policies do not create an impediment to the delivery of the overall client experience.
Ensures clients expectations are being met through respecting key deliverables. Promotes and demonstrates the overall corporate objectives, vision, and values of RBC and the ability to balance the needs of the client, employee, and shareholder. Proactively maintains timely written, verbal, and electronic communication with other support groups internally and with external contacts.
Accelerates and resolves all inquiries, administrative errors, etc. as required, and refers more complex administrative issues to the Manager or Trust Officer. Assists in the collection, facilitation, and co-ordination of information and documentation to ensure account administration within their area of responsibility is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives. Fosters a solid working relationship with other team players to ensure that information required to prepare tax returns is complete and accurate.
Maintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and/or correct. Demonstrates personal commitment to ensure skills/knowledge/ accreditations are up-to-date and meet position requirements. As required, provide training to new employees, assist others and back up relief to other positions What do you need to succeed?
Must-Have: Post secondary education and 1-3 years’ estate & trust, tax, and/or client services 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 Nice-To-Have: Estate & Trust Administration courses, 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 performance-based bonuses, flexible benefits, competitive compensation packages. Leaders who prioritize development and provide opportunities for accelerated career growth. Work in a dynamic, collaborative, progressive, and high-performing team.
Ability to make a difference and lasting impact. Job Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services 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: Commission Posted Date: 2026-11-13 Application Deadline: 2026-11-27 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above This is a commission-based role and is compensated on a performance-based arrangement where your earnings are based on sales success and production generated by you or your team. You may be eligible for a discretionary, variable incentive payment.
Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 jobs.rbc.com . RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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