Overview
What is the Opportunity?
Join Our Team as an Experienced Trust Professional!
Are you a seasoned trust professional looking to take the next step in your career? We are seeking a skilled and knowledgeable individual to join our team and contribute to our growing portfolio of clients. If you have a passion for trust management and a proven track record in the industry we want to hear from you!
We are a leading provider of trust and fiduciary services, renowned for our commitment to excellence and client service. Our team of experts are dedicated to delivering tailored solutions that meet the unique needs of our clients.
You will assist the Fiduciary with the management of fiduciary accounts under the management of the Private Client Fiduciary Services (PCFS) business. You will be designated a 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.
If you are a dedicated trust professional ready to take on a new challenge, we would love to hear from you.
What will you do?
Assist the Fiduciaries in the management of a portfolio of trusts, companies, foundations and nomineeships in coordination 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
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 and undertake regular reviews of work in progress (WIP) and debtors to ensure recoverability
Signing client communications in accordance with policies and procedures
Ensure compliance with our and procedures and assist the Fiduciaries in ensuring all Audit points are addressed
Undertake where necessary or appropriate, coaching and mentoring roles
What do you need to succeed?
Must have
Leadership: Proven ability to lead and inspire a team, with excellent communication and organisational skills.
Professional Qualifications / Development: Relevant qualifications such as STEP, ICSA, or equivalent are highly desirable. Continuous learning opportunities and support for professional qualifications.
Knowledge: In-depth understanding of trust law, fiduciary principles, and financial regulations.
Client-Focused: Strong interpersonal skills with a commitment to delivering exceptional client service.
Client Impact: Make a meaningful impact by helping clients achieve their financial and estate planning goals.
Analytical Skills: Ability to analyze complex financial and legal information and provide clear, actionable advice.
Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Problem Solving: Strong analytical and problem-solving abilities, with a proactive approach to finding solutions.
What is 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 bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible and Hybrid working options fully supported