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RBC

Estate Administrator- EN

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 16, 2026
Posting language: English
Posted: Oct 28, 2026

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:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-16

Note: 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

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.

Apply About employer

More about this job

Responsibilities

Support officers with estate account administration, keep internal account records accurate and current, and manage communications with clients and internal and external contacts. Investigate inquiries and administrative errors, follow RBC policies, and respond professionally to client calls when officers are unavailable.

Requirements

Requires at least one year of financial services experience, post-secondary education, advanced proficiency in Microsoft 365, and English-French bilingualism. Candidates must have completed STEP Canada's Foundations of Estate and Trust Administration course or agree to complete it after hiring, and should demonstrate strong interpersonal, organizational, detail-oriented, and teamwork skills.

Skills

Estate Administration
Client Service
Financial Services
Account Administration
Microsoft Word
Microsoft Excel
Microsoft Outlook
Bilingual Communication
Interpersonal Skills
Attention to Detail
Organization
Follow-Through
Teamwork
Relationship Building
Problem Investigation
Written and Verbal Communication

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Estate Administration
Trust Administration
Estate Accounts
Financial Services
Client Service
Account Administration
Microsoft 365
Microsoft Word
Microsoft Excel
Microsoft Outlook
English-French Bilingualism
STEP Canada
Foundations of Estate and Trust Administration
CETA1
Canadian Securities Course
CSC
Client Inquiries
Quality Control
Operational Efficiency
RBC Policies and Processes
Administrative Error Investigation
Sensitive Client Situations
Written Communication
Verbal Communication
Electronic Communication

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