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    Wills Administrator Assistant - TORONTO, Canada - Royal Bank of Canada

    Royal Bank of Canada
    Royal Bank of Canada TORONTO, Canada

    2 weeks ago

    Royal Bank of Canada background
    Full time
    Description

    Job Summary

    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-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 Software

    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:

    Application Deadline:

    Inclusion and Equal Opportunity Employment

    At 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 Community

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    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

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