Wills Administrator Assistant

RBC; Ottawa; On-site; CAD 46,000 - 70,000; Full time

Benefits offered by this job

Bonuses and benefits

Coaching and development

Flexible work/life balance

Challenging work

Career growth

Stock options (where applicable)

Job summary

RBC Royal Trust is seeking a Wills Administrator to support Will and Estate Advisors in strengthening client relationships and handling routine administrative duties for client accounts. You will coordinate meetings, prepare documents, maintain CRM data, and ensure timely, professional communication with internal and external contacts, using English and French fluently.

We offer a comprehensive rewards program, coaching opportunities, flexible work arrangements, and paths for growth within a

Qualifications

• Exceptional verbal and written communication in English and French.
• Proficiency with Microsoft Office Suite.
• Post-secondary education or relevant work experience.
• Excellent time management and ability to prioritize work.
• Meticulous attention to detail and strong organizational skills.

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, 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.

Skills

Communication

Bilingual English/French

Time management

Attention to detail

Organization

Education

Post-secondary education

Tools

Microsoft Office Suite

Job description

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.