At a Glance
- Tasks: Support clients and advisors by managing records, processing transactions, and enhancing client relationships.
- Company: Join RBC Dominion Securities, a leader in wealth management with a supportive team culture.
- Benefits: Full-time position with competitive pay, professional growth, and a dynamic work environment.
- Other info: Opportunity to grow within a reputable firm and build lasting professional relationships.
- Why this job: Make a difference in clients' financial journeys while developing your skills in a thriving industry.
- Qualifications: Strong tech skills, excellent communication, and a passion for client service are essential.
The predicted salary is between 41850 - 51150 $ per year.
Support wealth management clients and advisors at RBC Dominion Securities in Sudbury, using organization, technology, and communication skills daily.
This full-time Administrative Assistant supports the Advisory team within RBC Dominion Securities' wealth management platform.
You will maintain client records, process transactions, prepare documentation, and support onboarding and fund transfers.
The work helps deepen relationships and welcome new clients.
Key Responsibilities
- Maintain client account records and process transactions compliantly
- Complete onboarding, documentation, and fund transfer administration
- Escalate complex requests to appropriate advisors or teams
- Improve sales administration processes using established guidelines
- Build effective relationships with colleagues and stakeholders
Requirements
- Strong skills using business applications and technology
- Excellent time management and organizational skills
- Professional, warm, and friendly client service
- Exceptional written and verbal English communication
- Canadian Investment Regulatory Exam or securities experience preferred
Bring client service, account administration, and organized communication to RBC Dominion Securities' Sudbury Advisory team.
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