Estate Administrator- EN (Montreal)

Estate Administrator- EN (Montreal)

02 Nov
|
RBC
|
Montreal

02 Nov

RBC

Montreal

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. 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 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 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 CSI and/or STEP Canada Estate and Trust related courses 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 Employment Type: Full time 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 chance for all. #

📌 Estate Administrator- EN (Montreal)
🏢 RBC
📍 Montreal

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: estate administrator- en (montreal) / montreal