Estate Administrator
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
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:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-28Application Deadline:
2026-11-16Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
More about this job
Responsibilities
The Estate Administrator provides timely support for estate accounts while maintaining high standards of client service and operational efficiency. Responsibilities include assisting officers with administrative functions, maintaining accurate account information, and communicating professionally with clients and internal contacts.
Requirements
Candidates must have at least one year of experience in the financial services industry and post-secondary education. Proficiency in Microsoft 365 and bilingualism in English and French are required, along with the completion or commitment to complete the CETA1 course.
Skills
- Estate administration
- Financial services
- Client service
- Quality control
- Operational efficiency
- Microsoft 365
- Word
- Excel
- Outlook
- Bilingualism
- Interpersonal skills
- Organizational skills
- Attention to detail
- Teamwork
- Relationship building
Benefits
- Comprehensive Total Rewards Program
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock options
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- Estate administration
- Financial services
- RBC Royal Trust
- CETA1
- STEP Canada
- Microsoft 365
- Bilingual
- Client service
- Quality control
- Operational efficiency
- Wealth management
- CSI
- CSC
- Canadian Securities Course
- Administration
- Account management