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
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Strong working knowledge of Microsoft 365 apps
Post-secondary education or relevant experience in administration
Excellent time management skills and the ability to prioritize work
Meticulous attention to detail and strong organizational skills
Nice-to-have
Paralegal or legal secretary training, an asset
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
WMRT
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTREAL
City:
Montreal
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-03
Application Deadline:
2025-10-16
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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