Estate Administrator
RBC
Winnipeg, MB
What is the opportunity?

As Estate Administrator, Royal Trust (RT), you will provide timely and accurate support to our valued clients in respect to all aspects of estate administration. You will effectively administer estates and assist with client queries while maintaining high standards of client service, quality control and operational efficiency.

By joining 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 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
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 Estate 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 in a related field
STEP CETA1: Foundations & Trust Administration or currently enrolled
Intermediate to advanced Excel and Word skills
Excellent interpersonal and communication skills (written/verbal) and ability to deal with sensitive and difficult client situations in a professional manner
Strong organizational skills, high attention to detail and solid follow-through capabilities
Strong teamwork and relationship building skills, as success is dependent on working in co-operation with others

Nice to Have

CSI or STEP Estate & Trust related courses
Canadian Securities Course

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
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