Wills Administrator Assistant

Job Description
What 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 haves:

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 Software

Additional Job Details

Address: 90 SPARKS ST:

OTTAWA

City:
Ottawa

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range
The expected pay range for this position is:

$46,000.00 - $70,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage…