Specialty Wealth Asset Administration Officer II

Specialty Wealth Asset Administration Officer II

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This advanced level Specialty Wealth Asset Administration Officer position supports asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. The role facilitates asset additions and removals from accounts, processes income and asset‑related expenses, assists with information gathering for regulatory requests, updates tracking reports, and generally supports the asset management team.

• Process administrative tasks related to Specialty Wealth Assets, including processing income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and procedures.
• Prepare and submit documents for account openings and closings.
• Provide customer service to trust clients, businesses, and professionals, and administrative support to SWA officers and management.
• Initiate annual administrative review of accounts: review files for completed forms, codes, income/expenses, and transactions for accuracy.
• Maintain accurate account and departmental documentation, files, and records.
• Respond to client and colleague inquiries by phone, email, and written communications.
• Assist with complex accounts, processes, projects, and tasks as assigned.
• Maintain tracking spreadsheets and logs for the group.
• Attend internal and external calls, events, and meetings with clients, COI’s, and vendors as required.
• Demonstrate ongoing compliance with laws, regulations, policies, procedures, and internal controls; complete job‑specific training.
• Maintain training and continuing education requirements for internal programs and external licenses and certifications.
• Perform other related duties as assigned or directed.

• Bachelor’s degree in business, finance, or a related field, or H.S. Diploma with 8+ years of administrative/clerical experience.
• Five (5) years of real estate industry experience, or five (5) years of personal trust administration, or a combination providing equivalent knowledge of trust or closely held entity administration.

• Strong written and verbal communication skills.
• Ability to gather, analyze, summarize, and evaluate information to identify opportunities and formulate recommendations.
• Ability to set priorities and objectives.
• Working knowledge of trust administration.
• Excellent working knowledge of real estate, closely held entities, and/or mineral/oil/gas interests.

Starting base salary: $65,296 – $104,304 per year, varying by skills, experience, and location. Eligible for bonus and/or commissions.

Benefits include comprehensive health coverage, 401(k) matching, tuition reimbursement, vacation, sick and volunteer time, fertility and specialty health benefits, career mobility support, and colleague resource groups.

City National Bank, founded in 1954, is a subsidiary of Royal Bank of Canada. We empower clients, colleagues, and communities with integrity and outstanding relationships.

City National Bank fosters an inclusive environment. We are an equal opportunity employer and consider all qualified applicants without regard to protected characteristics. The position is open until filled.

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