Support estate advisors at RBC Royal Trust as a Wills Administrator. Deliver exceptional service while managing general administrative tasks to enhance client relationships effectively. In this full-time role in Ottawa, you will aid Will and Estate Advisors by providing essential administrative support.
Key responsibilities include client communication, meeting coordination, and maintaining accurate client accounts using the CRM tool. You will play a critical part in ensuring that all client needs are met with high efficiency and professionalism. Key Responsibilities:
- Provide accurate administrative support to estate advisors
- Ensure timely and professional client communications
- Coordinate client meetings and prepare necessary documentation
- Maintain current client accounts in the CRM system
- Recognize recent business opportunities for the team
Requirements:
- Fluency in English and French, excellent communication skills
- Proficiency with Microsoft Office Suite
- Post-secondary education or relevant experience
- Strong organizational skills with attention to detail
- One year of experience in financial services is an asset
Be a vital part of the RBC Royal Trust team, enhancing client relationships through exceptional administration and support.
📌 Wills Administrator at RBC Royal Trust (London)
🏢 RBC
📍 London