Estate Administrator

As an Estate Administrator with RBC Royal Trust, you will provide timely and accurate support to clients in respect to all aspects of estate administration.

You will effectively administer estate accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency.

By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live.

Responsibilities

• Assist Officers in all administrative functions
• Ensure all account information on internal systems is up to date, complete, and accurate
• Maintain all written, verbal, and electronic communication, as required, with internal and external contacts, as well as with clients
• Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
• Understand and follow all RBC processes and policies
• Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner

Requirements

• Minimum of one year of experience in the financial services industry
• Post-secondary education
• Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
• Advanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook)
• Bilingualism (English and French) required
• Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
• Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
• Strong teamwork and relationship building skills

Nice to Have

• CSI and/or STEP Canada Estate and Trust related courses
• Successful completion of the Canadian Securities Course (CSC)

What's in it for you?

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities