Estate Administrator
Job Description & How to Apply Below
As an Estate Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of estate administration. You will effectively administer estate accounts and assist with client queries while maintaining high standards of client service, quality control, and operational efficiency.
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
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
Minimum of one year of experience in the financial services industry
CSI and/or STEP Canada estate and trust related courses
Successful completion of the Canadian Securities Course (CSC)
What’s in it for you?
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
Compensation
The expected salary range for the above position is $50,000 - 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.
Job Skills
Adaptability, Administrative Support, Client Service, Communication, Critical Thinking, Problem Solving, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Oral Communications, Organizing, Problem Management, Project Administration, Taking Ownership, Teamwork, Time Management, Trust Operations Management, Written Communication
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:
Final date to receive applications:
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