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About the Role

As a Wills Administrator with RBC Royal Trust, you will support Will and Estate Advisors in enhancing the relationship management of their clients. The main focus of this role is to provide exceptional and efficient service and to take care of the general administrative duties related to the management of client accounts.

Responsibilities

Provide administrative support to the Advisors in an accurate, efficient, and timely manner
Facilitate the delivery of quality service to ensure client satisfaction
Maintain timely written, verbal, and electronic communication with internal and external contacts in a professional manner
Coordinate client meetings, help prepare documentation, manage filing system, scan and upload documents, assist in preparing client mailings, prepare expense reports, assist with the preparation of client presentations, etc.
Ensure all account information is up to date, complete, and accurate in Royal Trust’s internal client relationship management (CRM) tool
Recognize and direct new business and referral opportunities to the appropriate partner
Ensure all activities are carried out in accordance with Royal Trust policies and procedures

Requirements

Exceptional verbal and written communication skills in English and French
Strong proficiency with Microsoft Office Suite
Post-secondary education or relevant work experience
Excellent time management skills and the ability to prioritize work
Meticulous attention to detail and strong organizational skills
One year of experience within the financial services industry, preferably in the trusts and estates sector
Ability to work effectively with others

Skills

Communication
Data Entry
Detail-Oriented
Email Services
Office Administration
Presentation Software
Spreadsheet Software
Teamwork
Time Management
Word Processing Software

Location

90 SPARKS ST:OTTAWA
Ottawa
Canada

Work Type

Full time
Salaried

Education Level

Post-secondary education

Salary/Compensations

$46,000.00 - $70,000.00

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
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 and geographies
RBC's discretionary variable compensation program

About the Company

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.
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.