Job Description

Overview

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.

Responsibilities

  • 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

Qualifications

  • A minimum of two years of experience in a simila...

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