Bilingual Estate Administrator - Client Trust Specialist

RBC; Montreal; Sur place; CAD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Bonuses and flexible benefits

Stock where applicable

Career development opportunities

Résumé du poste

RBC Royal Trust seeks an Estate Administrator in Montréal to support timely and accurate estate administration. You will handle account information, client inquiries, and coordination with Officers to ensure service excellence and efficiency.

You will work in a role requiring English and French bilingualism, with a focus on meticulous recordkeeping, strong communication, and adherence to RBC processes and policies. This is a full-time position in wealth management.

Qualifications

• Minimum of one year of experience in the financial services industry.
• Post-secondary education.
• Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1), or obligation to complete upon employment.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, and Outlook).
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• 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.

Responsabilités

• 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.
• Promptly respond to client calls in the absence of the Officer or Senior Officer, addressing client inquiries in a professional manner.

Connaissances

Bilingual EN/FR

Interpersonal skills

Organizational skills

Attention to detail

Customer service

Formation

Post-secondary education

STEP Canada Foundations course (CETA1)

Outils

Microsoft 365

Description du poste

RBC Royal Trust seeks an Estate Administrator in Montréal to support timely and accurate estate administration. You will handle account information, client inquiries, and coordination with Officers to ensure service excellence and efficiency.

You will work in a role requiring English and French bilingualism, with a focus on meticulous recordkeeping, strong communication, and adherence to RBC processes and policies. This is a full-time position in wealth management.