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Royal Bank of Canada

Global banking, wealth management, and insurance

Estate Administrator

Administrative SupportConfirmed live in the last 24 hours
Full-timeMontreal, QC, CanadaNo salary listedIn-person

About the Job

Requirements

  • A minimum of one year of experience in the financial services industry is required.
  • Post-secondary education is required.
  • Successful completion of STEP Canada's Foundations of Estate and Trust Administration course (CETA1), or an obligation to complete it upon employment, is required.
  • Advanced proficiency in Microsoft 365 applications, including Word, Excel, and Outlook, is required.
  • Bilingualism in English and French is required to serve clients and conduct business with RBC partners and employees across Canada who need English and French language support.
  • The candidate must have the ability to handle sensitive and difficult client situations professionally.
  • Strong organizational skills, meticulous attention to detail, and reliable follow-through are required.
  • The candidate must be able to work cooperatively with others.

Responsibilities

  • Assist Officers with all administrative functions.
  • Keep account information on internal systems up to date, complete, and accurate.
  • Maintain written, verbal, and electronic communication with internal and external contacts and clients as required.
  • Investigate inquiries and administrative errors, referring more complex issues to the Senior Officer.
  • Understand and follow RBC processes and policies.
  • Respond promptly to client calls in the Officer's or Senior Officer's absence and address client inquiries professionally.

Desired Qualifications

  • CSI and/or STEP Canada estate and trust-related courses are nice to have.
  • Successful completion of the Canadian Securities Course (CSC) is nice to have.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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