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Estate Administrator

2 months ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Royal Trust Estate Administrator, you will provide timely and accurate support to our valued clients in respect to 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
  • Postsecondary education in a related field.
  • Royal Trust Estate & Trust Administrator Certificate or the ability to complete within 2 years.
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.