Bilingual Advisor Concierge Associate Toronto

Contribute to RBCs Advisor Concierge team as a Bilingual Associate, focusing on effective estate account settlements. Your role is essential in enhancing client experience during sensitive times. As a key member of the Advisor Concierge Efficiency Solutions team, youll guide advisors and investment counsellors through the complexities of estate settlements. This position requires solid communication and management skills, as youll handle various administrative tasks while ensuring compliance and operational excellence. Key Responsibilities: • Assist in guiding associates through estate settlements • Answer inquiries and liaise with various experts • Develop detailed estate summaries for teams • Identify service quality trends and propose solutions • Support the implementation of process changes Requirements: • Must be bilingual in English and French • Exceptional organization and analytical capabilities • Proficiency in MS Excel and MS Office • Solid ability to manage multiple tasks • Experience or willingness to learn Wealth Management processes Utilize your skills to streamline operations and provide outstanding service in sensitive situations. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p2rbv