Estate Administrator

What is the opportunity?

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.

• 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.

• 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.

• 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).

• 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 this 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.

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:

Adaptability, Administrative Support, Client Service, Communication, Critical Thinking, 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.