Wealth Management Admin & Client Support Specialist in Vancouver

Wealth Management Admin & Client Support Specialist in Vancouver

Vancouver Full-Time 51525 - 62975 $ / year (est.) On-site
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At a Glance

  • Tasks: Assist Investment Advisors and handle client inquiries through various channels.
  • Company: Join RBC, a leading financial institution in Vancouver.
  • Benefits: Competitive salary, health benefits, and opportunities for career advancement.
  • Other info: Dynamic work environment with a focus on teamwork and client satisfaction.
  • Why this job: Make a difference in clients' financial journeys while developing your skills.
  • Qualifications: Strong communication skills and attention to detail are essential.

The predicted salary is between 51525 - 62975 $ per year.

RBC in Vancouver is seeking an Administrative Support professional within Wealth Management to assist Investment Advisors serving mass affluent and HNW clients.

You will handle client inquiries via phone, email, and in-person, support transfers, forms and documentation, and maintain client files with accuracy.

Responsibilities include preparing statements, portfolio analysis with manager approval, and ensuring regulatory compliance.

Wealth Management Admin & Client Support Specialist in Vancouver employer: RBC

RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.

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Contact Details:

RBC Recruitment Team

We think you need these skills to ace Wealth Management Admin & Client Support Specialist in Vancouver

Client Communication
Administrative Support
Attention to Detail
Regulatory Compliance
Portfolio Analysis
Document Management
Problem-Solving Skills