Rbc

Financial Services

EstateAdministrator

$44–63k Ottawa, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Estate Administrator at Rbc. Ensure account information is up to date. Maintain written, verbal and electronic communication”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Post-secondary education, Royal Trust Estate & Trust Administrator Certificate or ability to complete within 2 years

Nice to Have

Previous experience in Estate Administration, Previous experience in Investment Industry, Bilingual in English and French

What You'll Do.

Ensure account information is up to date

verbal and electronic communication

Investigate all inquiries

Refer complex issues to Trust Officer

Assist Trust Officers in administrative functions

Understand and follow RBC processes and policies

Respond to clients in absence of Trust Officer

Answer client inquiries professionally

How You'll Work.

Communication Scope

Client inquiries

Full Job Description

**_Job Description_** **What is the Opportunity?** Join our growing RBC Royal Trust team! As part of the Royal Trust group, as the Estate Administrator you will provide timely and accurate support to our valued clients in respect to all aspects of estate administration. For more information, please visit: https://royaltrust.rbcwealthmanagement.com/en **What will you do?** * 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 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 clients in the absence of the Trust Officer and answer client inquiries in a professional manner **What do you need to succeed?** **Must Have** * Post-secondary education in a related field * Royal Trust Estate & Trust Administrator Certificate or the ability to complete within 2 years **Nice to Have** * Previous experience in the Estate Administration field * Previous experience in the Investment Industry * Bilingual in English and French is an asset **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 * Flexible work/life balance options * Opportunities t

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