Job Description

Job Summary

What is the opportunity?

We are looking to add a bright, resourceful, and organized insurance Administrative Specialist to our team. You take initiative, pay attention to detail, learn quickly, can manage internal and external relationships, and you're a great team player with superb communication skills. Then we are looking for you! As the Administrative Specialist your primary focus will be to assist Estate Planning Specialist/Advisor teams with ongoing in-force policy administration.

What will you do?

Manage the administrative transactional request from either the Estate Planning Specialists or Investment Advisor teams:

+ Review completed forms for accuracy and completeness
+ Submit completed forms to the insurance company for processing
+ Follow up with the insurance company and provide clear, timely updates on request statuses.
+ Maintain data integrity on our database by ensuring the change has been updated.
Support the team with policy reassignments requests Maintain the insurance company inforce forms on our internal website Provide listing of insurance policies to the investment advisor Contribute to business and process improvement initiatives Assist with any inquiries that may be requested

What do you need to succeed?

Must-have

Minimum of 1-2 years in a similar role Post-secondary studies in a related field Excellent Communication skills

Nice to Have (not required)

Full Insurance Licensed (LLQP)

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.

Job Skills

Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Oral Communications, Sales, Sales Activities, Sales Closing, Team Collaboration, Teamwork, Time Management, Written Communication

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-11

Application Deadline:

2025-07-25

Note

:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I

nclusion

and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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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.