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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

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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 jobs.rbc.com.



JOB SUMMARY
City:  Montreal 
Address:  1 Place Ville Marie 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salary + Variable Bonus 
Required Travel (%):  0 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  05/20/2022 
Platform:  Wealth Management 
Req ID:  450304