# Trust Officer

**Company**: RBC Royal Trust
**Location**: Halifax, UNIT 1400:HALIFAX
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1959-UPPER-WATER-ST-UNIT-1400HALIFAX/Trust-Officer_R-0000191275-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9d382f9f-f4a

## Description

As a Trust Officer, 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.

By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.

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.

**Responsibilities**

- 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 ensure the broadening of 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 is set up customised to the client's unique situation

- Identify any referral opportunities to appropriate professionals across the RBC network

- Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors

- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution

- Responsible for overall client relationship management and acting as the representative of the client portfolio

- Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities

**Requirements**

- 2 - 4 years of related experience

- College or Undergraduate degree

- Possess or working towards STEP Certification/Designation

- Previous experience or general knowledge of estate and trust related administration

**Benefits**

- 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

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## Skills

### Required
- Commercial Acumen
- Customer Service Management
- Decision Making
- Negotiation
- Performance Management (PM)
- Perseverance and Follow-Through
- Process Management
- Sales
- Sales Activities
- Sales Channels
- Sales Forecasting
- Team Management

### Nice to have
- STEP Certification/Designation
- estate and trust related administration

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1959-UPPER-WATER-ST-UNIT-1400HALIFAX/Trust-Officer_R-0000191275-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)