Estate Administrator
Core
Provide timely and accurate support to clients in all aspects of estate administration, including administering estate accounts and assisting with client queries.
Role type
Estate Administrator (Financial Services)
Builds
Estate accounts and client service support
Domain
Wealth Management / Estate Administration
Deliverable
client delivery
Required skills
Estate administration, account management, client communication, regulatory compliance, Microsoft 365, bilingualism (English/French)
Preferred skills
CSI, STEP Canada Estate and Trust courses, Canadian Securities Course (CSC)
Responsibilities
Assist Officers in administrative functions, maintain accurate account information on internal systems, investigate inquiries and errors, respond to client calls, follow RBC processes and policies
Seniority
Entry-level to Junior