Mortgage Support & Client Success Assistant

RBC; Ottawa; On-site; CAD 32,000 - 46,000; Part time

Job summary

RBC is seeking a Mortgage Specialist assistant in Ottawa to support a top producing Mortgage Specialist with administrative services and client contact management. The role emphasizes efficiency, accuracy, and proactive communication to meet sales objectives.

The position is part-time (18.75 hours/week) in Personal & Commercial Banking, requiring strong organization, customer service, and knowledge of mortgage processes.

Qualifications

• Minimum 2 years of service and sales support experience in a sales-driven environment.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.

Responsibilities

• Provide responsive client contact management via email, fax, and phone.
• Support Mortgage Specialist in processing transactions and documents.
• Coordinate with service partners to ensure guideline compliance.
• Prepare materials for presentations and marketing initiatives.
• Manage Mortgage Specialist’s diary and prioritize tasks.

Skills

Customer service

Communication

Organization

Multi-tasking

Microsoft Office

Digital banking

Tools

Microsoft Office

Job description

RBC is seeking a Mortgage Specialist assistant in Ottawa to support a top producing Mortgage Specialist with administrative services and client contact management. The role emphasizes efficiency, accuracy, and proactive communication to meet sales objectives.

The position is part-time (18.75 hours/week) in Personal & Commercial Banking, requiring strong organization, customer service, and knowledge of mortgage processes.