Administrative Assistant in Wealth Management

2 days ago

Ahuntsic North, Quebec, Canada rogers Full-time

Join RBC Dominion Securities as an Administrative Assistant in Timmins, Canada, where you will enhance client experiences and support Advisors through exceptional service and collaboration.

As part of a leading wealth management firm, you will be integral to maintaining client accounts and managing requests efficiently. This full-time role requires strong organizational skills, effective communication, and a collaborative mindset to foster client relationships. You will support the Advisory team while ensuring compliance with internal controls and regulatory requirements.

Key Responsibilities:

  • Manage client account administration and maintenance
  • Respond promptly to client inquiries and requests
  • Assist Advisors in onboarding new clients
  • Coordinate and prepare meetings for client interactions
  • Update communication channels and social media for the team

Requirements:

  • Experience with various business applications and technology
  • Strong time management and organization skills
  • Excellent verbal and written communication in English
  • Interest in financial services or securities industry
  • Canadian Investment Regulatory Exam is a plus

Enhance your career in client service while contributing to RBC's success in Timmins.