Verified recordFinancial Services

Parsa Ali

Trust Administrator at Rbc Wealth Management

Based in Canada

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Seniority

Manager

Department

Operations

Location

Canada

Industry

Financial Services

Company size

8.3K

Contact information

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Email

1 credit

p•••••••@rbcwealthmanagement.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Parsa Ali

As a Trust Administrator at RBC Wealth Management, I manage the administration of various types of estates for high-net-worth clients. I ensure compliance with trust agreements, legislation, and policies, and provide excellent customer service to beneficiaries and co-trustees. I also collaborate with internal and external partners, such as lawyers, accountants, and investment advisors, to facilitate the smooth and efficient operation of trust accounts. I graduated from York University with a Bachelor of Arts in Financial and Business Economics in 2021, where I gained a solid foundation in economic theory, financial analysis, and business management. I also completed multiple online courses and certifications in personal finance, financial modeling, and life insurance, demonstrating my passion for learning and improving my skills. Before joining RBC Wealth Management, I worked as a Pharmacy Technician and a Licensed Insurance Advisor, where I developed my interpersonal, time management, and teamwork skills, and received multiple honors and awards for my volunteerism and academic excellence.

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