Estate Administration Specialist - Client Support

RBC; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Estate Administrator in Halifax. This role involves providing accurate support for estate administration, maintaining communication, and assisting Trust Officers. Candidates should have post-secondary education and a commitment to obtaining the Estate Administrator Certificate. Working five days a week in the Halifax office, one can expect to be part of a dynamic team and contribute to meaningful community impact through financial services.

Benefits

Comprehensive Total Rewards Program

Opportunities for professional development

Dynamic and collaborative team environment

Qualifications

• Hold a post-secondary education in a relevant field.
• Certificate in Estate Administration is required or must be obtained within 2 years.
• Work from the Halifax office 5 days a week.

Responsibilities

• Ensure accurate and complete account information on internal systems.
• Maintain communication with internal and external contacts.
• Investigate inquiries and refer complex issues to the Trust Officer.
• Assist Trust Officers with administrative functions.
• Respond to clients professionally in the absence of the Trust Officer.

Skills

Post-secondary education in a related field

Bilingual in English and French

Education

Royal Trust Estate & Trust Administrator Certificate

Job description

A leading financial institution is seeking an Estate Administrator in Halifax. This role involves providing accurate support for estate administration, maintaining communication, and assisting Trust Officers. Candidates should have post-secondary education and a commitment to obtaining the Estate Administrator Certificate. Working five days a week in the Halifax office, one can expect to be part of a dynamic team and contribute to meaningful community impact through financial services.