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Estate Administrator Jobs
Company | RBC Wealth Management |
Address | Calgary, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-09-19 |
Posted at | 8 months ago |
Come Work with Us!
- Understand and follow all RBC processes and policies as required
- Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
- Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner
- Maintain all written, verbal, and electronic communication as required with internal and external contacts as well as with clients
- Ensure all account information on internal systems is up-to-date, complete, and accurate
- Assist Officers in all administrative functions
- Exceptional written and verbal communication skills
- Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
- Minimum of one year of experience in the financial services industry
- Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
- Intermediate to advanced Microsoft Excel and Word skills
- Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
- Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
- Post-secondary education
- CSI and/or STEP Canada estate and trust related courses
- Successful completion of the Canadian Securities Course (CSC)
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- 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
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