Estate Administrator Jobs

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Job Title

Estate Administrator

What is the opportunity?

As an Estate and Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of estate and trust administration. You will effectively administer estate and trust 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?

• 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
• Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner
• Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
• Assist Officers in all administrative functions
• Understand and follow all RBC processes and policies as required

What do you need to succeed?

Must Have

• Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment
• Intermediate to advanced Microsoft Excel and Word skills
• Exceptional written and verbal communication skills
• Minimum of one year of experience in the financial services industry
• Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
• Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
• Post-secondary education
• 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.

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

WMRT

Job Summary

Address:

VANCOUVER, British Columbia, Canada

City:

CAN-BC-VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-07-27

Application Deadline:

2023-08-26

Inclusion and Equal Opportunity Employment

At 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.

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