Estate Administrator

RBC; Montreal; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading financial services provider is seeking an Estate Administrator in Montreal to provide support in estate administration. This role calls for a minimum of one year's experience in the financial services sector, alongside a post-secondary education. Responsibilities include managing estate accounts, assisting clients, and maintaining high service standards. Bilingual candidates in English and French are highly preferred. This full-time position offers competitive compensation and an opportunity to impact clients' lives positively.

Benefits

Comprehensive Total Rewards Program

Opportunities for professional growth

Dynamic work environment

Qualifications

• Minimum of one year of experience in the financial services industry.
• Successful completion of STEP Canada’s Foundations of Estate and Trust Administration course (CETA1) required.
• Bilingualism (English and French) for client interactions.

Responsibilities

• Assist Officers in all administrative functions.
• Ensure all account information on internal systems is accurate.
• Respond professionally to client inquiries during staff absences.

Skills

Advanced proficiency in Microsoft 365 apps

Bilingualism (English and French)

Strong organizational skills

Interpersonal skills

Teamwork skills

Education

Post-secondary education

Completion of STEP Canada’s course (CETA1)

Job description

Job Description

What is the opportunity?

As an Estate Administrator with RBC Royal Trust, 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. By joining RBC 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, 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• CSI and/or STEP Canada Estate and Trust related courses
• Successful completion of the Canadian Securities Course (CSC)

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
• 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

Job Skills

Additional Job Details

Address: 1 PLACE VILLE MARIE: MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-19

Application Deadline: 2026-01-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.