Job opportunity
Wealth Management Administrative Assistant
RBC Dominion Securities Inc.
Support wealth management clients and advisors as an Administrative Assistant with RBC Dominion Securities in Greater Sudbury, Ontario. Use organization and technology skills daily.
This full-time position supports the RBC Dominion Securities branch and its Advisory team. You will provide exceptional client service while maintaining account records, processing transactions, and completing administration tasks. The work includes onboarding, documentation preparation, fund transfers, and timely inquiry resolution.
Key Responsibilities:
Maintain client account records and process transactions
Complete onboarding, documentation, and fund transfer tasks
Escalate complex account issues and client requests
Improve sales administration processes using established guidelines
Maintain effective relationships with colleagues and stakeholders
Requirements:
Strong skills using various business applications and technology
High-level time management and organization skills
Professional, warm, and friendly client service approach
Exceptional verbal and written English communication
Canadian Investment Regulatory Exam knowledge is beneficial
Bring client service, account administration, organization, and technology skills to RBC Dominion Securities wealth management operations.
#J-18808-Ljbffr
Apply on source site This full-time position supports the RBC Dominion Securities branch and its Advisory team. You will provide exceptional client service while maintaining account records, processing transactions, and completing administration tasks. The work includes onboarding, documentation preparation, fund transfers, and timely inquiry resolution.
Key Responsibilities:
Maintain client account records and process transactions
Complete onboarding, documentation, and fund transfer tasks
Escalate complex account issues and client requests
Improve sales administration processes using established guidelines
Maintain effective relationships with colleagues and stakeholders
Requirements:
Strong skills using various business applications and technology
High-level time management and organization skills
Professional, warm, and friendly client service approach
Exceptional verbal and written English communication
Canadian Investment Regulatory Exam knowledge is beneficial
Bring client service, account administration, organization, and technology skills to RBC Dominion Securities wealth management operations.
#J-18808-Ljbffr