Estate and Trust Administrator

3 weeks ago

Winnipeg, Manitoba, Canada Royal Trust Corporation of Canada Full time

Job Summary

We are seeking a highly skilled Estate and Trust Administrator to join our team at Royal Trust Corporation of Canada. 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.

Key Responsibilities

  • 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

Requirements

  • 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

What We Offer

  • 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

About Us

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.

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