Estate Administrator

RBC•Montreal, QC

6d•Onsite

About The Position

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.

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, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
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 as success in this role is dependent on working in cooperation with others

Nice To Haves

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

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