Wills Administrator Assistant

1 month ago

Toronto, Ontario, Canada Royal Trust Corporation of Canada Full time
Job Title: Wills Administrator Assistant

About the Opportunity:

As a Wills Administrator with Royal Trust Corporation of Canada, you will play a vital role in supporting the Will and Estate Advisors in enhancing the relationship management of their clients. Your primary focus will be to provide exceptional and efficient service, taking care of the general administrative duties related to the management of client accounts.

Key Responsibilities:
  • 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 systems, 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.
Requirements:
  • Exceptional verbal and written communication skills in English and French.
  • Strong proficiency with Microsoft Office Suite.
  • Post-secondary education or relevant work experience.
  • Excellent time management skills and the ability to prioritize work.
  • Meticulous attention to detail and strong organizational skills.
What We Offer:
  • 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.
  • The 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 and geographies.
Job Skills:
  • Communication
  • Data Entry
  • Detail-Oriented
  • Email Services
  • Office Administration
  • Presentation Software
  • Spreadsheet Software
  • Teamwork
  • Time Management
  • Word Processing Software

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