Royal Bank of Canada
Job title:
Estate Administrator
Company
Royal Bank of Canada
Job description
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 , 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 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
What do you need to succeed?
Must Have
- 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
Nice-to-have
- CSI and/or STEP Canada estate and trust related courses
- Successful 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 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
WMRT
Job Skills
Additional Job Details
Address: 220 PORTAGE AVE:WINNIPEG
City: WINNIPEG
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-02-15
Application Deadline: 2024-03-09
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.
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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Expected salary
Location
Winnipeg, MB
Job date
Sat, 17 Feb 2024 06:07:56 GMT
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