City National Bank ยท 1 day ago
Specialty Wealth Asset Administration Officer II (Trust Real Estate)
Wilmington, DE
Full-time
Onsite
Senior Level, Lead/Staff
$65K/yr - $104K/yr
8+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on helping clients, colleagues, and communities flourish. The Specialty Wealth Asset Administration Officer II is responsible for managing and administering Trust Real Estate and related assets, ensuring compliance with regulations and providing excellent client service.
BankingFinanceFinancial Services
Responsibilities
Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures
Prepare and submit documents related to account openings and closings
Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management
Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy
Prepare and maintain accurate account and departmental documentation, files, and records
Provide client service by responding and researching client and colleague inquires by phone, email, and written communications
Assist with complicated accounts, processes, projects, and tasks, as assigned
Maintain various tracking spreadsheets and logs for the group
Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required)
Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications
Perform other related duties as assigned or directed
Qualification
Required
H.S. Diploma
Minimum 8 years of administrative/clerical experience
Minimum 5 years of experience in a real estate industry
Minimum 5 years of experience in Personal Trust administration
Preferred
Strong written and verbal communication skills
Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
Ability to set priorities, and objectives
Demonstrate working knowledge of trust administration
Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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