Administrative Coordinator

RBC - Royal Bank; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

RBC Family Office Services is seeking a Regional Administration Coordinator to support Financial Planning Specialists. This role involves overseeing daily operations, managing calendars, and fulfilling administrative tasks. Ideal candidates will have experience in the financial industry and strong Microsoft Office skills.

Benefits

World-class training program in financial services

Dynamic, collaborative, and high-performing team

Opportunities for greater responsibilities

Ability to make a difference in communities

Qualifications

• Minimum of two years of experience in a similar position in the financial industry.
• Strong working knowledge of Microsoft Office.
• Effective written, verbal, and electronic communication skills.

Responsibilities

• Oversee the efficiency of day-to-day operations.
• Fulfill administrative duties: printing, packaging, and mailing of client reports.
• Manage specialist calendars and meeting materials.

Skills

Communication

Data Entry

Detail-Oriented

Teamwork

Time Management

Tools

Microsoft Office

Job description

RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner - High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.

What will you do?

Oversee the efficiency of day-to-day operations

Fulfill administrative duties : Printing, packaging ,and mailing of client reports

Manage specialist calendars and meeting materials

Complete monthly expense reports

Maintain and order equipment and supplies

Manage files and records, and complete travel arrangements

Assist with preparations for business seminars and special events

What do you need to succeed?

Must have :

A minimum of two years of experience in a similar position in the financial industry

Strong working knowledge of Microsoft Office

Effective written, verbal and electronic communication skills

Self-motivated and able to work with minimal supervision

Ability to work effectively with others and be perceived as a team player

Ability to work under pressure to meet deadlines

Nice to have : IFIC

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual :

A world-class training program in financial services

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to take on progressively greater accountabilities

Ability to make a difference and lasting impact

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

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