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Trust accountant Jobs in Vancouver bc

Last updated: 6 days ago
Senior Trust Officer / Trust Officer

Senior Trust Officer / Trust Officer

0000050339 Royal Trust Corporation of CanadaVANCOUVER, British Columbia, Canada
CAD65000–CAD85000 yearly
Full-time
Show moreLast updated: 30+ days ago
Trust Accounting Assistant

Trust Accounting Assistant

R •JOHNSONVancouver, Canada
CAD60000–CAD70000 yearly
Show moreLast updated: 30+ days ago
Accountant

Accountant

LGM Financial ServicesVancouver, BC
CAD24–CAD25 hourly
Show moreLast updated: 30+ days ago
Accountant

Accountant

Swim RecruitingVancouver, British Columbia, Canada
Show moreLast updated: 30+ days ago
Senior Trust Officer / trust Officer

Senior Trust Officer / trust Officer

RBC - Royal BankVancouver, BC
CAD65000–CAD85000 yearly
Show moreLast updated: 30+ days ago
Accountant

Accountant

MojioVancouver, BC
CAD75–CAD85 hourly
Show moreLast updated: 30+ days ago
Customer Trust Coordinator

Customer Trust Coordinator

Global RelayVancouver, British Columbia, Canada
CAD50000–CAD65000 yearly
Full-time
Show moreLast updated: 30+ days ago
Staff Software Engineer - Identity, Trust

Staff Software Engineer - Identity, Trust

SquareVancouver, British Columbia, CA
CAD161800–CAD242600 yearly
Full-time
Show moreLast updated: 30+ days ago
accountant

accountant

ALVIN CHAN & CO., CPAVancouver, BC, CA
CAD60000–CAD80000 yearly
Permanent
Show moreLast updated: 18 days ago
accountant

accountant

HM Tax Services Ltd.Vancouver, BC, CA
CAD35 hourly
Permanent
Show moreLast updated: 18 days ago
Senior Trust Officer / Trust Officer

Senior Trust Officer / Trust Officer

Royal Bank of Canada>VANCOUVER, Canada
CAD62000–CAD110000 yearly
Full-time
Show moreLast updated: 7 days ago
Program Assistant - Trust

Program Assistant - Trust

Coast Mental HealthVancouver, BC, CA
CAD28.8–CAD30.53 hourly
Permanent + 1
Show moreLast updated: 6 days ago
Accountant

Accountant

Randstad CanadaVancouver, British Columbia, CA
Permanent
Quick Apply
Show moreLast updated: 6 days ago
  • Promoted
Accountant

Accountant

Burke Recruiting Inc.Vancouver, British Columbia, Canada
Show moreLast updated: 30+ days ago
Senior Trust Officer, Estate & Trust Services Wealth Management

Senior Trust Officer, Estate & Trust Services Wealth Management

CIBCVancouver, BC
CAD105000–CAD135000 yearly
Temps plein
Show moreLast updated: 30+ days ago
Trust Administrator

Trust Administrator

BMOVancouver, BC, CAN
CAD37500–CAD69500 yearly
Full-time + 1
Show moreLast updated: 18 days ago
Program Director, Zero Trust

Program Director, Zero Trust

agilius work solutionsVancouver, BC, CA
CAD150 daily
Show moreLast updated: 30+ days ago
accountant

accountant

NPC / Sandman Hotel GroupVancouver, BC, CA
CAD72800–CAD95000 yearly
Permanent
Show moreLast updated: 18 days ago
Estate & Trust Consultant - Vancouver

Estate & Trust Consultant - Vancouver

ScotiabankVancouver, BC, CA
CAD49000–CAD66900 yearly
Show moreLast updated: 30+ days ago
accountant

accountant

BDO Canada LLPVancouver, BC, CA
CAD68250–CAD69500 yearly
Temporary + 2
Show moreLast updated: 18 days ago
Senior Trust Officer / Trust Officer

Senior Trust Officer / Trust Officer

0000050339 Royal Trust Corporation of CanadaVANCOUVER, British Columbia, Canada
30+ days ago
Salary
CAD65000–CAD85000 yearly
Job type
  • Full-time
Job description

Job Description

What is the opportunity?As a Senior Trust Officer with RBC Royal Trust, you will play an integral role as part of a high performing regional team, where you’ll be responsible for managing a book of Trusts accounts which may vary in complexity. You will create an exceptional client experience by providing superior client service through efficient, accurate and timely administration of a portfolio of accounts. This includes making day-to-day decisions, assessing risk and adhering to policies and procedures.You will meet client needs and business unit objectives. You’ll also enhance customer loyalty while leveraging full RBC Financial Group capabilities to ensure efficient administration of the Estate and Trust Services business.

Please visit : for more information. What will you do?

  • Build and maintain relationships with clients, beneficiaries and co-trustees. Accountable for ensuring effective administration of your account book.
  • Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs / goals.
  • Ensure client strategic objectives are known, reviewed and a documented client action plan is set up customized to the client’s unique situation
  • Identify any referral opportunities to appropriate Professionals across the RBC network
  • Develop and maintain strong working relationship within Royal Trust Services and with RBC partners, while demonstrating ability to balance needs of the client, employee and shareholder
  • Proactively maintain timely written, verbal and electronic communication with clients and key internal partners and contacts
  • Ensure the process for new business is efficient and seamless to the client and client’s professional advisor
  • Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
  • Responsible for overall client relationship management and is the representative of the client portfolio
  • Maintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and / or correct those issues identified.
  • Assist in ensuring employees within team are able to achieve their potential through effective coaching, mentoring, communication and training and development activities to meet client needs. Be part of a mentorship program to help employees discover and develop their career paths.

What do you need to succeed? Must-have

  • A minimum of 3-5 years in a similar role
  • Successful completion of the Canadian Securities Course
  • University Degree or equivalent
  • Extensive knowledge and Ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions
  • Nice-to-have

  • Trust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working towards
  • 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
  • Flexible work / life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business and geographies
  • The expected salary range for this particular position is $65,000 - $85,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • WMRT Job Skills Communication, Customer Service Management, Decision Making, Fiduciary Management, Interpersonal Relationship Management, Microsoft Applications, Portfolio Management, Results-Oriented, Salesforce (Software) Additional Job Details

    Address :

    VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W : VANCOUVER

    City : VANCOUVER

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : Wealth Management

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-02-26

    Application Deadline :

    2024-05-22

    I nclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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