Part Time Wealth Management Assistant in Toronto

Part Time Wealth Management Assistant in Toronto

Toronto Part-Time 14850 - 18150 $ / year (est.) On-site
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At a Glance

  • Tasks: Support clients with warm service and efficient administrative coordination.
  • Company: Join RBC Dominion Securities, a leader in wealth management.
  • Benefits: Flexible hours, professional development, and a supportive team environment.
  • Other info: Part-time role with opportunities for growth in the finance sector.
  • Why this job: Make a difference in clients' financial journeys while gaining valuable experience.
  • Qualifications: Strong tech skills, excellent communication, and a friendly client service approach.

The predicted salary is between 14850 - 18150 $ per year.

Support RBC Dominion Securities clients in Toronto through warm service, strong organization, and efficient administrative coordination. This is a part time position.

As an Administrative Assistant, you will support an Advisor team within RBC Wealth Management.

You will help maintain client relationships and welcome new clients through exceptional service.

The work combines telephone support, scheduling, document preparation, and varied administrative assignments.

Key Responsibilities

  • Answer telephone calls, take messages, and address routine questions
  • Maintain staff vacation and whereabouts schedules
  • Update organizational policy and procedure manual copies
  • Type and distribute memos, meeting minutes, and presentations
  • Coordinate administrative support activities for team members

Requirements

  • Strong skills using business applications and technology
  • High-level time management and organizational skills
  • Professional, warm, and friendly client service approach
  • Exceptional verbal and written communication skills
  • Knowledge of RBC systems or securities experience is advantageous

Bring organized administration, polished communication, and client service skills to RBC Dominion Securities' Toronto wealth management team.

Part Time Wealth Management Assistant in Toronto employer: RBC Dominion Securities

RBC Wealth Management is an exceptional employer that prioritizes employee growth and development, offering a dynamic work culture in the heart of Toronto. As a Strategic Finance Manager, you will benefit from comprehensive training programs, collaborative teamwork, and the opportunity to influence key financial strategies within Canada's largest brokerage. Join us to make meaningful contributions while enjoying a supportive environment that values innovation and excellence.

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Contact Details:

RBC Dominion Securities Recruitment Team

We think you need these skills to ace Part Time Wealth Management Assistant in Toronto

Client Service Skills
Telephone Support
Scheduling
Document Preparation
Administrative Coordination
Time Management
Organizational Skills