Wealth Management Administrative Assistant

Wealth Management Administrative Assistant

On-site
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Support wealth management clients and advisors as an Administrative Assistant with RBC Dominion Securities in Timmins, Ontario. Apply organization and communication skills daily.

RBC Dominion Securities seeks a resourceful, empathetic Administrative Assistant for its Timmins branch. You will provide ongoing client service and internal support while maintaining account records, processing transactions, and preparing documentation. The work supports client onboarding, fund transfers, account inquiries, and advisor operations within established guidelines.

Key Responsibilities:

  • Maintain client account records and process compliant transactions
  • Complete onboarding, documentation, and fund transfer administration
  • Escalate complex account issues and client requests appropriately
  • Improve sales administration processes using established guidelines
  • Maintain effective relationships with colleagues and stakeholders

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 English communication
  • Canadian Investment Regulatory Exam is nice to have

Bring client service, account administration, technology, and organization skills to RBC Dominion Securities wealth management in Timmins.

Wealth Management Administrative Assistant employer: Royal Bank of Canada

Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.

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Contact Details:

Royal Bank of Canada Recruitment Team