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Job Description & How to Apply Below
Step into a crucial role with RBC Royal Trust as an Estate Administrator, ensuring accurate support for estate processes in a full-time capacity. Engage with clients and manage estate inquiries effectively.
In this full-time position, you will work closely with Trust Officers and handle vital administrative functions related to estate management. Your tasks will range from updating account information to answering client inquiries in an efficient and professional manner. This role requires a proactive approach and understanding of RBC policies to ensure compliance and excellent service delivery.
Key Responsibilities:
• Update and maintain client account information on internal systems
• Manage written and verbal communication with clients and team members
• Investigate inquiries and escalate complex cases to Trust Officers
• Assist Trust Officers by performing essential administrative tasks
• Respond promptly to client inquiries in the absence of Trust Officers
Requirements:
• Post-secondary education in a related field
• Estate & Trust Administrator Certificate or ability to obtain within 2 years
• Previous estate administration experience is a plus
• Familiarity with the investment industry is beneficial
• Bilingual in English and French is an asset
Enhance your career in estate administration and client service as part of the RBC Royal Trust team in Ottawa.
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