Job opportunity
Wealth Management Administrative Assistant
Royal Bank of Canada
Wealth management administration meets client service at RBC Dominion Securities in Vernon, BC, supporting a successful Portfolio Management and advisory Team.
This full time Administrative Assistant provides administrative support within RBC Dominion Securities’ Vernon branch. The position requires administrative experience, exceptional communication, attention to detail, and Microsoft Office proficiency. Experience in Wealth Management or Finance is preferred, alongside strong organization and deadline management.
Key Responsibilities:
Prepare account opening documentation
Follow up on client and back office documentation
Track trades and plan transfers through settlement
Schedule portfolio reviews and prepare client materials
Maintain client records, mailings, calls, and daily tasks
Requirements:
Administrative experience, preferably in Wealth Management or Finance
Exceptional communication and organizational skills
High attention to detail under strict deadlines
Microsoft Office experience
Completed CIRE exam or willingness within twelve months
Support portfolio administration, client communication, and account coordination as an Administrative Assistant with RBC in Vernon.
#J-18808-Ljbffr
Apply on source site This full time Administrative Assistant provides administrative support within RBC Dominion Securities’ Vernon branch. The position requires administrative experience, exceptional communication, attention to detail, and Microsoft Office proficiency. Experience in Wealth Management or Finance is preferred, alongside strong organization and deadline management.
Key Responsibilities:
Prepare account opening documentation
Follow up on client and back office documentation
Track trades and plan transfers through settlement
Schedule portfolio reviews and prepare client materials
Maintain client records, mailings, calls, and daily tasks
Requirements:
Administrative experience, preferably in Wealth Management or Finance
Exceptional communication and organizational skills
High attention to detail under strict deadlines
Microsoft Office experience
Completed CIRE exam or willingness within twelve months
Support portfolio administration, client communication, and account coordination as an Administrative Assistant with RBC in Vernon.
#J-18808-Ljbffr