Mortgage Specialist Assistant at RBC Global Asset Management

Charlottetown, Prince Edward Island, Canada -

Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Centricity, Communication, Critical Thinking, Curiosity, Customer Service, Organizational Skills, Microsoft Office, Problem Solving, Sales Orientation, Initiative, Knowledge of Mortgage Process, Time Management, Relationship Building, Administrative Support, Technology Proficiency, Market Awareness

Industry

Description

Job Description We are seeking talented individuals across the Atlantic provinces to join our team and support our Mortgage Specialists based in Moncton, offering an exciting opportunity to contribute to our growing financial services team What is the opportunity? As a Mortgage Specialist assistant you will support three top producing Mortgage Specialists in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. What will you do? Consistently provide superior responsive service to client fax / e-mail / telephone requests Consistently provide superior responsive execution and delivery of client transactions/requests Familiar with key referral sources and has a strong knowledge of mortgage process which facilitates solutions and problem resolutions Demonstrated personal commitment to ensure skills and knowledge are up-to-date and meet position requirements Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites Manages Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read Ensures Mortgage Specialist’s diary is effectively time managed to create capacity for all required activities Manages office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records Ensures Mortgage Specialist’s needs are proactively identified and provides required information/documents for him/her to complete duties. Gathers and prepares material required for presentations, marketing initiatives, etc. Supports the Mortgage Specialist to complete/validate Homebase files and ensures due diligence requirements have been met prior to submission to Credit Granting What do you need to succeed? Must-have Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests Exceptional customer service skills Excellent communication skills, oral/written skills, good business writing Strong organizational skills with the ability to multi-task and prioritize Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications) Nice-to-have Resourcefulness and able to work independently Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment Strong problem solving skills with a sense of urgency Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset Strong knowledge of the mortgage process and Home Financing products is an asset Job Skills Client Centricity, Communication, Critical Thinking, Curiosity Additional Job Details Address: 644 MAIN ST:MONCTON City: Moncton Country: Canada Work hours/week: 30 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-20 Application Deadline: 2025-12-04 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Responsibilities

The Mortgage Specialist Assistant will support three top producing Mortgage Specialists by providing administrative service and client contact management. This role involves managing correspondence, ensuring efficient transaction processing, and preparing materials for presentations and marketing initiatives.