Estate Administrator

Job Summary

Job Description

What 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 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
What do you need to succeed?

Must-have

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-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?

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 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
WMRT

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL
City:

MONTRÉAL
Country:

Canada
Work hours/week:

37.5
Employment Type:

Full time
Platform:

WEALTH MANAGEMENT
Job Type:

Regular
Pay Type:

Salaried
Posted Date:

2025-04-25
Application Deadline:

2025-05-20
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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