Wills Administrator Assistant

Job title:

Wills Administrator Assistant

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?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.What will you do?

• 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

What do you need to succeed?Must-have

• 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

Nice-to-have

• One year of experience within the financial services industry, preferably in the trusts and estates sector
• Ability to work effectively with others

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 and geographies

Job Skills Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing SoftwareAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-04-30Application Deadline: 2024-07-24Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Toronto, ON

Job date

Thu, 04 Jul 2024 23:55:57 GMT

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