Support RBC Dominion Securities Advisors in Calgary with Microsoft Office expertise and highly organized client service. Work full time within Wealth Management.
This Administrative Assistant supports a Calgary advisory team serving existing clients and prospects. You will coordinate meetings, resolve inquiries, maintain accounts, and support client onboarding. The role also requires accurate documentation and professional communication across internal departments and external partners.
Key Responsibilities:
- Coordinate and prepare Advisor meetings with clients and prospects
- Provide proactive service and resolve client issues
- Respond to account transactions, documents, and reporting inquiries
- Assist with client onboarding and account maintenance
- Update documentation, files, websites, and communication channels
Requirements:
- Strong Microsoft Office Suite skills
- High-level time management and organization skills
- Professional, warm, and friendly client service
- Canadian Investment Regulatory Exam, CIRE, is nice-to-have
- Securities industry experience is an asset
Bring organized administration, accurate documentation, and professional client service to RBC Dominion Securities' Calgary advisory team.
Wealth Management Administrative Assistant 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.
