Luciano Duvoisin Bulik
Estate Administrator @RBC Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Estate Administrator @RBC Wealth Management
Calgary, AB, CA
Maintained confidential records and documentation, ensuring compliance with regulatory and internal policiesCoordinated with cross-functional teams to support process execution and documentation workflowsManaged high-volume administrative tasks requiring accuracy, organization, and data integritySupported audit and compliance processes through detailed record-keeping and reporting
EDUCATION
UNI-RN
Associate's degree, Psychology
Fairleigh Dickinson University
Master's degree, Business Administration and HR Management, General
Universidade Potiguar
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
ABOUT LUCIANO DUVOISIN BULIK
Operations and compliance professional with 15+ years of experience transforming complex estate administration and financial services processes. Currently managing comprehensive estate documentation, multi-stakeholder coordination, and regulatory compliance frameworks at Royal Trust—ensuring accuracy and adherence across all account lifecycles.What I Do: I specialize in estate administration, trust operations, and regulatory compliance within regulated financial environments. My expertise spans account lifecycle management, detailed documentation control, audit trail maintenance, and cross-functional coordination. I excel at managing high-volume operations while maintaining meticulous compliance standards and building strong relationships across internal and external stakeholders.Why It Matters: With a Master\'s degree in Human Resources and a proven track record at leading Canadian institutions (Royal Trust, RBC Phillips Hager & North, Canadian Western Trust, Odlum Brown), I bring both strategic HR knowledge and deep operational expertise. I\'ve successfully managed 150+ client portfolios, led administrative teams, and implemented compliance protocols that withstand audit scrutiny. My attention to detail and commitment to process excellence have consistently delivered error-free record-keeping and seamless stakeholder coordination.My Toolkit: CRM & Client Management Systems | OMAT | OTIS | Microsoft Excel | Adobe Suite | HRIS Platforms | Document Management Systems | Database Administration | Process Optimization | BroadridgeLanguages: Fluent in Portuguese & Spanish | Native EnglishI\'m passionate about driving operational excellence and regulatory adherence in estate and trust administration. Open to roles in estate administration, trust operations, HR administration, and compliance management.Let\'s connect if you\'re building teams that value precision, compliance, and organizational impact
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.