Job Summary
Job Description
What is the opportunity?
RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner - High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.
What will you do?
Oversee the efficiency of day-to-day operations
Fulfill administrative duties : Printing, packaging ,and mailing of client reports
Manage specialist calendars and meeting materials
Complete monthly expense reports
Maintain and order equipment and supplies
Manage files and records, and complete travel arrangements
Assist with preparations for business seminars and special events
What do you need to succeed?
Must have :
A minimum of two years of experience in a similar position in the financial industry
Strong working knowledge of Microsoft Office
Effective written, verbal and electronic communication skills
Self-motivated and able to work with minimal supervision
Ability to work effectively with others and be perceived as a team player
Ability to work under pressure to meet deadlines
Good attention to detail and Strong time management skills
Bilingualism (English and French) required, as you will regularly do business with partners across Canada
Nice to have : IFIC
IFIC
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 world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to take on progressively greater accountabilities
Ability to make a difference and lasting impact
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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