Estate Planning Specialist

1 month ago


Kelowna, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our clients with their estate planning needs. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our organization.

Key Responsibilities
  • Provide exceptional client service and support to clients with their estate planning needs.
  • Assist in the preparation of estate planning documents, including wills, trusts, and powers of attorney.
  • Collaborate with clients to understand their estate planning goals and objectives.
  • Develop and maintain relationships with clients to ensure their ongoing estate planning needs are met.
  • Stay up-to-date with changes in estate planning laws and regulations.
Requirements
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Excellent organizational and time management skills.
  • Ability to maintain confidentiality and handle sensitive information.
  • Strong analytical and problem-solving skills.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a talented and dedicated team.


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