Royal Bank of Canada
Job title:
Wills Administrator
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
- Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
- Strong working knowledge of Microsoft 365 apps
- Post-secondary education or relevant experience in administration
- Excellent time management skills and the ability to prioritize work
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Paralegal or legal secretary training, an asset
- 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
WMRTJob SkillsAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MONTRÉALCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-07-12Application Deadline: 2024-08-11Inclusion 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
Montreal, QC
Job date
Sun, 14 Jul 2024 06:05:45 GMT
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