Wealth Management Support Specialist

3 weeks ago

Red Deer, Alberta, Canada Royal Bank of Canada> Full time

Royal Bank of Canada is a leading wealth management firm with a strong focus on relationship-building and client satisfaction.

We are currently seeking an Administrative Assistant to join our team in Red Deer, Alberta. This is a full-time opportunity with a competitive salary range of $55,000 - $65,000 per year.

Job Description

The successful candidate will provide exceptional support to our Advisor team, ensuring seamless day-to-day operations and enabling them to focus on delivering top-notch service to our clients.

Duties will include:

  • Client account administration, including opening, maintenance, and resolution of client requests;
  • Maintenance of existing client accounts and identification of opportunities to contact clients;
  • Becoming well-versed in internal controls and industry regulatory requirements;
  • Providing world-class client service through proactive communication and problem resolution;
  • Assisting the Advisor team in welcoming and onboarding new clients;
  • Cordinating meetings for Advisors with their clients/prospects;
  • Managing incoming communications from clients, Advisors, and other internal/external partners;
  • Updating the team's communication channels, including social media platforms.

To be successful in this role, you will require:

  • Strong skills in working with various business applications/technology;
  • A high level of time management and organization skills;
  • Demonstrated skills in providing world-class client service;
  • Exceptional verbal and written communication skills;
  • Completion of the CSC and CPH within 12 months.

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities.

This is an exciting opportunity to make a difference and have a lasting impact on the lives of others. Join us and become part of a dynamic, collaborative, progressive, and high-performing team

Key Skills:

  • Customer Service;
  • Data Entry;
  • Data Gathering Analysis;

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