Office Administrator supporting Homewatch CareGivers in healthcare operations. Ensuring compliance and effective communication within the team and with clients.
About the role
- Administrator providing support to Royal Trust relationship managers by delivering client services. Involves gathering information about estate holdings, preparing documents, and collaborating with teams.
Responsibilities
- Assist and support Royal Trust relationship managers by providing efficient, accurate, and quality client service
- Prepare estate asset summary documents, tax preparation, account distribution, and asset administration
- Gather information relating to client holdings in an estate environment
- Build summaries of estate assets using proprietary software
- Collect asset information from internal and external sources
- Ensure that administrative tasks are properly completed and quality is maintained
- Actively participate in sharing best practices, innovations, and work effectively in a team-oriented environment
Requirements
- Post-secondary education or equivalent, estate and trust administration courses an asset
- 3 years of administration experience
- General working knowledge of the financial services and securities industries
- Bilingualism (English and French) required
- Ability to work effectively with others
- Ability to resolve issues and aspects of administration independently
- Technological literacy, especially with Microsoft Excel, Word, and Mail Merge
- Estate administration experience
- Canadian Securities Course (CSC)
Benefits
- 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
- Opportunities to take on progressively greater accountabilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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