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Trust Administrator
2 months ago
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.
