Trust Administrator

2 weeks ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time

Job Summary

Job Description

We are seeking a highly skilled Estate Administrator to join our team at Royal Bank of Canada. As a key member of our Wealth Management team, you will be responsible for providing exceptional support to our clients in all aspects of estate administration.

Key Responsibilities

  • Ensure all account information on internal systems is up to date, complete, and accurate.
  • Maintain all written, verbal, and electronic communication as required with all internal and external contacts.
  • Investigate all inquiries and administrative errors and refer more complex issues to the Trust Officer.
  • Assist Trust Officers in all administrative functions.
  • Understand and follow all RBC processes and policies as required.
  • Promptly respond to client calls in the absence of the Trust Officer and answer client inquiries in a professional manner.

Requirements

  • Post-secondary education in a related field.
  • Royal Trust Estate & Trust Administrator Certificate or the ability to complete within 2 years.
  • Bilingual - English and French.

Preferred Qualifications

  • Previous experience in the Estate Administration field.
  • Previous experience in the Investment Industry.
  • STEP Certificate in Estate and Trust Administration (CETA).

What We Offer

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


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