Operations Estate Administrator

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking a full-time candidate to manage estate tax operations and reporting. This role involves analyzing tax data, preparing necessary documentation, and ensuring compliance with regulations. The ideal candidate will have a deep understanding of estate settlement processes and relevant financial products. The position offers a comprehensive rewards program, professional development opportunities, and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Opportunities for professional development

Qualifications

• Strong understanding of estate settlement processes.
• Experience with financial Registered products such as RSP, TFSA and RIF.
• Knowledge of how assets are transferred, liquidated or distributed after death.
• Regulatory & Compliance Awareness.
• Ability to identify discrepancies, reconcile data and correct reporting or transaction errors.

Responsibilities

• Compile and analyze Estate tax data and provide reports to management.
• Help other business units stay informed about Estate tax implications of their operation.
• Prepare appropriate Estate tax forms and instruments for filing with federal, state and local jurisdictions.
• Research and monitor appropriate federal, state and local Estate tax regulations and obligations.

Skills

Analytical Thinking

Communication

Critical Thinking

Detail-Oriented

Estate Administration

Knowledge Organization

Regulations

Researching

Taxes

Tax Forms

Tax Management

Tax Operations

Tax Regulations

Job description

Job Description

What is the opportunity?

Excellent opportunity to deepen your expertise in estate operation, trust administration, and tax reporting within a supportive, collaborative environment.

What will you do?

• Compile and analyze Estate tax data and provide reports to management.
• Help other business units stay informed about Estate tax implications of their operation.
• Prepare appropriate Estate tax forms and instruments for filing with federal, state and local jurisdictions.
• Research and monitor appropriate federal, state and local Estate tax regulations and obligations.

What do you need to succeed?

Must haves:

• Strong understanding of estate settlement processes
• Experience with financial Registered products such as RSP, TFSA and RIF
• Knowledge of how assets are transferred, liquidated or distributed after death
• Regulatory & Compliance Awareness
• Ability to identify discrepancies, reconcile data and correct reporting or transaction errors
• Strong attention to detail in reviewing documentation and processing requests.
• Ability to manage estate workflow from death notification to final distribution
• Ability to handle multiple estate files simultaneously while meeting service-level agreements.

Nice-to-have:

• Knowledge of Capital gains, deemed dispositions, and final tax return filings
• Exposure to Foreign withholding tax or non-resident estate
• Understanding of Compliance and audit requirements
• Familiarity with Settlement processes for complex accounts

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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

Job Skills

• Analytical Thinking
• Communication
• Critical Thinking
• Detail-Oriented
• Estate Administration
• Knowledge Organization
• Regulations
• Researching
• Taxes
• Tax Forms
• Tax Management
• Tax Operations
• Tax Regulations

Additional Job Details

• Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO
• City: Toronto
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-10-24
• Application Deadline: 2025-12-17

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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