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New Business Specialist

Expired Job

Royal Bank Of Canada Wilmington , NC 28412

Posted 2 months ago

What is the opportunity?

As a New Business Specialist with RBC Wealth Management you will support and facilitate the New Business Department's Trust client onboarding process and support the onboarding of new American Gift Fund accounts. You will also provide assistance and support to the New Business Officers and the New Business Manager as well as interface with the Business Development Department, specifically to provide pipeline updates.

What will you do?

  • Review documentation collected by other members of the New Business Department to ensure proper completion and collection prior to account opening

  • Ensure proper account coding and documentation

  • Oversee communication with Operations to confirm the proper asset receipt by the Operations Department

  • Provide peer checks of key New Business Department functions

  • Focus on expanding efficiency of account opening both internally and with our external investment partners

  • Help set expectations around timing and progress of files, as well as ensure policies and procedures are followed in a timely manner

  • Assist with the development of New Business Department procedures and policies

  • Provide back up to other members of the New Business Department to cover, vacations and high volume

What do you need to succeed?


  • 4 year degree in Finance, Accounting, Business or equivalent experience

  • 3+ years financial industry experience (fiduciary area preferred)

  • Trust business experience and knowledge, as well as completion of some Cannon Trust school or equivalent coursework

  • Investment product knowledge/experience and AML knowledge/experience, and a strong understanding of the third party trust channel and account logistics

  • High competency in principal and income accounting software and Microsoft Office, in particular Excel


  • Excellent interpersonal skills with the ability to establish relationships and effectively interact with all levels of staff and personnel

  • Works well under pressure and meet deadlines

  • Organized with strong attention to detail and strong communication skills, both verbal and written

  • Anticipate needs and proactively seek solutions

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.

  • Client First: We will always earn the right to be our clients' first choice

  • Collaboration: We win as One RBC

  • Accountability: We take ownership for personal and collective high performance

  • Diversity & Inclusion: We embrace diversity for innovation and growth

  • Integrity: We hold ourselves to the highest standards to build trust

About RBC

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Wilmington

Address: 4550 New Linden Hill Road

Work Hours/Week: 40

Work Environment: Office

Employment Type: Regular - U.S.

Career Level: Experienced Hire/Professional

Pay Type: Salaried

Required Travel (%): 0-25

Exempt/Non-Exempt: Exempt

People Manager: No

Application Deadline: 10/31/2018

Req ID: 172816

Posting Notes: None

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New Business Specialist

Expired Job

Royal Bank Of Canada