Estate Administrator

RBC; Montreal; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Stock plans where applicable

Flexible benefits

Job summary

RBC is seeking an Estate Administrator for RBC Royal Trust in Montréal. You will provide timely support across all estate administration aspects, handling client inquiries and ensuring accurate account information while upholding high standards of service and efficiency.

You will assist officers, maintain communications, and follow RBC processes, helping settle estates and protect client legacies in a professional, collaborative team environment.

Qualifications

• Minimum of one year of experience in the financial services industry.
• Post-secondary education.
• Foundations of Estate and Trust Administration course (CETA1) completed or obligation to complete.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, Outlook).
• Bilingualism (English and French) required.
• Excellent interpersonal skills and ability to handle sensitive client situations.
• Strong organizational skills and meticulous attention to detail.
• Strong teamwork and relationship-building skills.

Responsibilities

• 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 with internal/external contacts and clients.
• Investigate inquiries and administrative errors; refer complex issues to Senior Officer.
• Understand and follow RBC processes and policies.
• Promptly respond to client calls in the absence of Officers, addressing inquiries professionally.

Skills

Bilingual English-French

Customer service

Attention to detail

Organizational skills

Teamwork

Education

Post-secondary education

Foundations of Estate & Trust Administration (CETA1)

Tools

Microsoft 365

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

WMRT

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

2026-10-28

Application Deadline

2026-11-16

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.