Specialty Wealth Asset Administration Officer II

Location: In office in Los Angeles or San Francisco, California, US

Salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company and a subsidiary of Royal Bank of Canada, serving clients, businesses, and communities since 1954.

What you will do

• Administer specialty wealth assets, including trust real estate, closely held businesses, and mineral, oil, and gas interests.
• Process income, expenses, property taxes, insurance matters, and other asset-related transactions according to account agreements and procedures.
• Prepare documents for account openings and closings and maintain accurate account files, records, reports, spreadsheets, and logs.
• Conduct annual administrative account reviews for completed forms, codes, income, expenses, transactions, and overall accuracy.
• Respond to and research client and colleague inquiries while providing administrative support to wealth officers and management.
• Assist with complex accounts, projects, calls, meetings, and events involving clients, centers of influence, and vendors.

Requirements

• 3+ years of operational or administrative experience.
• 3+ years of real estate or trust administration experience.
• 3+ years of Microsoft Office experience and technical proficiency.
• Strong written and verbal communication skills.
• Ability to organize, analyze, interpret, and evaluate information and data, set priorities, and formulate recommended actions.
• Working knowledge of real estate, closely held entities, or mineral, oil, and gas interests is helpful.

Culture & Benefits

• In-office role with reporting to a designated City National location.
• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Vacation, sick, and volunteer time benefits.
• Tuition reimbursement, internal upskilling, training resources, and career mobility support.
• Specialized health and family planning benefits, including fertility and chronic-condition support programs.