Support estate administration at RBC Royal Trust in Montréal using client service, Microsoft 365, and accurate account management skills. This full time position serves clients across Canada.
As an Estate Administrator, you will support Officers while administering estate accounts and handling client queries. Your work includes maintaining accurate information, following RBC processes, and supporting operational efficiency. Bilingual English and French communication is required for regular client and partner interactions.
Key Responsibilities:
Assist Officers with all administrative estate functions
Keep internal account information complete, current, and accurate
Maintain written, verbal, and electronic communications
Investigate inquiries and administrative errors
Respond professionally to client calls when Officers are absent
Requirements:
At least one year of financial services experience
Post-secondary education
English and French bilingualism
Advanced Microsoft 365 proficiency, including Word, Excel, and Outlook
Completed or willingness to complete STEP Canada's CETA1 course
Bring bilingual communication, meticulous organization, and estate administration skills to RBC Royal Trust's Montréal wealth management team.
📌 Bilingual Estate Administrator Montréal Montreal
🏢 Royal Bank of Canada
📍 Montreal
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