Estate Administrator

Job SummaryJob DescriptionWhat is the opportunity?As an Estate Administrator with RBC Royal Trust, you will provide timely and accurate support to our valued 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. We are a team committed to helping clients achieve peace of mind now and for the future.What will you do?Assist Officers in all administrative functionsEnsure all account information on internal systems is up to date, complete, and accurateMaintain all written, verbal, and electronic communication, as required, with internal and external contacts, as well as with clientsInvestigate all inquiries and administrative errors and refer more complex issues to the Senior OfficerUnderstand and follow all RBC processes and policiesPromptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional mannerWhat do you need to succeed?Must-haveMinimum of one year of experience in the financial services industryPost-secondary educationSuccessful completion of STEP Canadas Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employmentAdvanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook)Bilingualism (English and French) required to serve our clients in the community with English-speaking needsExcellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional mannerStrong organizational skills, meticulous attention to detail, and solid follow-through capabilitiesStrong teamwork and relationship building skills as success in this role is dependent on working in cooperation with othersNice-to-haveCSI and/or STEP Canada Estate and Trust related coursesSuccessful completion of the Canadian Securities Course (CSC)Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesWMRTJob SkillsAdditional Job DetailsAddress:1 PLACE VILLE MARIE:MONTRALCity:MONTRALCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-26Application Deadline:2024-05-26Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.