Job Summary

Job 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 control, and operational efficiency.

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 functionsEnsure all account information on internal systems is up-to-date, complete, and accurateMaintain all written, verbal, and electronic communication as required with internal and external contacts as well as with clientsInvestigate all inquiries and administrative errors and refer more complex issues to the Senior OfficerUnderstand and follow all RBC processes and policies as requiredPromptly 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 industryPost-secondary educationSuccessful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employmentIntermediate to advanced Microsoft Excel and Word skillsExceptional written and verbal communication skillsExcellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional mannerStrong organizational skills, meticulous attention to detail, and solid follow-through capabilitiesStrong 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 coursesSuccessful 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilities

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

EDMONTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-28

Application Deadline:

2025-02-22

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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.