Manager, National Account Support

Job Description

What is the opportunity?

The National Account Support Team specializes in assisting Royal Trust Relationship Manager teams by providing efficient, accurate and quality client service. Key client service elements include review and validation of estate and power of attorney (POA) asset summary and key supporting documentation and coaching. The Manager is an Officer and is accountable for the employee experience and act as a coach, mentor and primary point of escalation for any administration related issues related to asset summary population, preparation and finalization, as they arise for the Regional Administrator Support (RAS) team. This role plays a key part in risk management ensuring policies and procedures are adhered to through the review process and coaching . Quality assurance and attention to detail are paramount to success in this role. Teamwork, collaboration, developing inter-personal relationships and leadership are important skills for success.

The Manager, National Account Support is a head office role that supports regional estate and trust teams across the country, and therefore candidates do not need to be located in Toronto

By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.

What will you do?

• Participate in the oversight and review of estate summaries of estate assets and liabilities

• Act as a subject matter expert on practical matters related to the administration of estate, trust and protection mandate accounts

• Support special projects and head office initiatives 

• Assist and mentor regional staff and support Regional Risk Directors with coaching and mentoring of regional staff on administration processes and best practices

• Exercise due diligence in following enterprise and RBC Royal Trust policies and procedures

• Leverage the use of technology to maximize efficiencies and ensure that all files are appropriately documented and consistent nationally

• Proactively maintain timely written, verbal, and electronic communication with internal and external contacts

• Identify, investigate, and resolve all escalations

What do you need to succeed?

Must Have

• University degree or equivalent

• 5-7 years of professional experience in Estate Administration

• Knowledge in Common Law/ Civil Code relative to Estate, Trust and Agency business

• Knowledge of financial services, securities industry including trading, collection, and settlement

Nice to Have   

• Certificate in Estate and Trust Administration (STEP CETA)

• Society of Trust and Estate Practitioners Certification (STEP) and Trust and Estate Practitioner Designation (TEP)

• Experience in coaching and developing a team an asset

• Bilingual French and English

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Collaborative approach to meeting and servicing client needs

Job Skills

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

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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.