Estate Settlement Concierge Associate (Toronto)

Join the RBC team as an Estate Settlement Concierge Associate and play a key role in guiding Advisor teams during challenging times. Your expertise will streamline estate processes for enhanced client service. In this role, you will serve as a point of contact for Advisor and Investment Counsellor teams, providing crucial support in settling estate accounts. Your bilingual abilities will enhance communication with families and executors, ensuring clarity and efficiency throughout the process. Key Responsibilities: - Provide clear guidance on estate settlement procedures - Liaise with experts to resolve operational issues - Create timely summaries to aid IA/IC teams - Monitor performance against service-level agreements - Collaborate on cross-functional initiatives within Wealth Management Requirements: - Bilingual in English and French - Robust detail-oriented and organizational skills - Proficiency in MS Office applications - Ability to meet tight deadlines and adapt - Willingness to learn Wealth Management controls Make a significant impact on client care and operational efficiency in this pivotal role. Apply on Kit Job: kitjob.ca/job/2osehi