Estate & Trust Administrator
2 weeks ago
Job Description As an Estate and Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of estate and trust administration. You will effectively administer estate and trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency. What is the opportunity? 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 as required 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 Intermediate to advanced Microsoft Excel and Word skills Exceptional written and verbal communication skills 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 The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Client Service, Communication, Organizing Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-16 Application Deadline: 2026-01-05 Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. #J-18808-Ljbffr
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Estate & Trust Administrator
4 weeks ago
VANCOUVER, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an Estate and Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of estate and trust administration. You will effectively administer estate and trust accounts and assist with client queries while maintaining high standards of client service, quality...
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Regional Estate
7 days ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Scotiatrust Regional Estate & Trust Administrator** As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business and...
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Regional Estate
1 week ago
Vancouver, Canada MD Financial Management Full timeRequisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Regional Estate & Trust Administrator - MD Private Trust** As a Regional Estate and Trust Administrator, you will provide administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the...
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Vancouver, Canada RBC Full timeA leading Canadian bank in Vancouver is seeking an Estate and Trust Administrator to support clients in estate administration. The role includes maintaining client accounts, responding to inquiries, and ensuring accurate information management. Candidates should have financial services experience, post-secondary education, and proficiency in Microsoft Excel...
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Estate & Trust Advisor Temporary
1 day ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 150164 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. **Duties & Responsibilities**: Business Development - Review and assess with clients their individual and...
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Associate Trust and Estate Consultant
7 days ago
Vancouver, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Trust Administrator
5 days ago
Vancouver, British Columbia, Canada BMO Full timeProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution....
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Estate & Trust Consultant
5 days ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 129932 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Key Job Accountabilities 1. Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: - Partnering with Scotiabank & Scotia Wealth...
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Trust Administrator
2 weeks ago
Vancouver, British Columbia, Canada BMO Full time $38,500 - $71,000Application Deadline:12/18/2025Address:595 Burrard Street Job Family Group:Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively...
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Lawyer - Wills, Estates & Trusts Solicitor
3 days ago
Vancouver, Canada Watson Goepel Full time**Lawyer - Wills, Estates & Trusts Solicitor**: Years of Experience -4+ years Firm: Watson Goepel LLP - West Vancouver Office (Dundarave) & Vancouver Firm Practice Areas: Wills, Trusts and Estates; Personal Injury; Litigation & Dispute Resolution; Business Law and Family Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+...