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  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 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

The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Client Service, Communication, Organizing

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-20

Application Deadline:

2025-06-14

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Job Tags

Full time, Flexible hours,

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