Overview
Wills Administrator Assistant Jobs in London at Royal Bank of Canada
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:
465 RICHMOND ST:LONDON
City:
LONDON
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-06-28
Application Deadline:
2024-07-06
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.
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Title: Wills Administrator Assistant
Company: Royal Bank of Canada
Location: London
