Job Description

What is the opportunity?

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:MONTRÉAL

City:

Montréal

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.