What is the opportunity?

As Estate Administrator, Royal Trust (RT), you will provide timely and accurate support to our valued clients in respect to all aspects of estate administration. You will effectively administer estates and assist with client queries while maintaining high standards of client service, quality control and operational efficiency.

By joining 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
• 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 Estate 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 in a related field
• STEP CETA1: Foundations & Trust Administration or currently enrolled
• Intermediate to advanced Excel and Word skills
• Excellent interpersonal and communication skills (written/verbal) and ability to deal with sensitive and difficult client situations in a professional manner
• Strong organizational skills, high attention to detail and solid follow-through capabilities
• Strong teamwork and relationship building skills, as success is dependent on working in co-operation with others

Nice to Have

• CSI or STEP Estate & Trust related courses
• Canadian Securities Course

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
• 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       

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

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JOB SUMMARY
City:  Calgary 
Address:  333 7th Ave SW, 23rd Floor 
Work Hours/Week:  Monday to Friday 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salaried 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  01/31/2022 
Platform:  Wealth Management 
Req ID:  421527