Wills Administrator

RBC • Vancouver, BC

3d • Onsite

About The Position

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. This is a 6 month contract opportunity.

Requirements

• 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 Haves

• One year of experience within the financial services industry, preferably in the trusts and estates sector
• Ability to work effectively with others

Responsibilities

• 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

Benefits

• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree