Support RBC’s Regional Account team as a Bilingual Estate Account Administrator in Montréal. Engage in vital tasks supporting estate asset management and client satisfaction. In this vital role, you'll help ensure that all aspects of estate administration align with company objectives.
Your day-to-day contributions will include collaborating with relationship managers and ensuring timely execution of various administrative tasks. You will utilize your organizational abilities and keen troubleshooting skills to effectively resolve inquiries. Key Responsibilities:
- Create estate asset summary documents and administer accounts
- Collect and consolidate estate assets for clients
- Engage in proactive communication with stakeholders
- Build estate summaries using proprietary software
- Uphold company policies and workflows for administrative tasks Requirements:
- Post-secondary education and administration experience
- Minimum of 3 years in a relevant role
- Bilingualism in English and French essential
- Familiar with financial services and asset administration
- Proficiency in Microsoft Office Suite Bring your bilingual skills and organizational prowess to advance RBC's commitment to client excellence in wealth management.
📌 Bilingual Estate Account Administrator at RBC (Montreal)
🏢 RBC
📍 Montreal
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