Back to results

Closed listing

Wills Administrator Assistant

  • Ottawa, ON, Canada

$46,000.00 - $70,000.00 · Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Pay
$46,000.00 - $70,000.00
Job type
Full-time
Closing date
Posting language
English
Posted

Similar jobs hiring now

Search current openings

Original job description

Archived listing. The details below describe a past opening.

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 haves:

  • 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

Nice-to-have:

  • 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

  • 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

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-08

Application Deadline:

2026-10-08

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$46,000.00 - $70,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

More about this job

Responsibilities

The Wills Administrator Assistant provides administrative support to Will and Estate Advisors to ensure efficient client relationship management. Responsibilities include coordinating meetings, managing documentation, maintaining CRM data, and facilitating professional communication with internal and external contacts.

Requirements

Candidates must possess post-secondary education or relevant work experience along with exceptional verbal and written communication skills in English and French. Proficiency in Microsoft Office Suite, strong organizational skills, and the ability to prioritize tasks are essential for success in this role.

Skills

  • Communication
  • Data entry
  • Detail-oriented
  • Email services
  • Office administration
  • Presentation software
  • Spreadsheet software
  • Teamwork
  • Time management
  • Word processing software
  • Documentation
  • Filing systems
  • Expense reporting
  • Financial services
  • Trusts and estates

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock options
  • Coaching and development opportunities
  • Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Categories

  • Administrative
  • Finance & Accounting
  • Customer Service & Support

Keywords

  • Wills Administrator
  • RBC Royal Trust
  • Estate planning
  • CRM
  • Administrative support
  • Financial services
  • Trusts
  • Estates
  • Microsoft Office Suite
  • Documentation
  • Client meetings
  • Expense reports
  • Referral opportunities
  • Professional communication
  • Time management
  • Organizational skills
  • Wealth management
  • Bilingual
  • Client satisfaction

Report this job