Trust Administrator / Senior Officer, Private Client Trust - Fiduciary Management (Jersey) United Kingdom
Job description
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the Opportunity?
To assist the Fiduciaries with the management of a varied and interesting portfolio of Trusts and Companies, under the management of our Private Client Fiduciary Services business. You will administer your own portfolio of fiduciary entities and will be involved in providing varied services to these entities with the support of your client handling teams and our wider client support departments.
What will you do?
- Assist the Fiduciaries in the management of a portfolio of trusts and companies, foundations and nomineeships, with the full support of your client handling team and wider client support departments
- 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)
- 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
- Provide support to the Fiduciaries in respect of procedures that are the responsibility of Fiduciary Management, and assisting the Fiduciaries in ensuring all Audit points are addressed
- Undertake where necessary or appropriate, coaching to new/junior members of staff
What do you need to succeed?
Must have
- Be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice
- Proven experience in the administration of trusts and companies
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 working options considered.
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Inclusion 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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