Client-Focused Admin Assistant – Wealth Management

RBC Dominion Securities; Edmonton; On-site; CAD 38,000 - 48,000; Full time

Benefits offered by this job

Total rewards

Coaching & development

Make a difference

Collaborative team

Training program

Job summary

RBC Dominion Securities in Edmonton South seeks an Administrative Assistant to support the Advisor team and clients. You will handle account administration, onboarding, and inquiries, while coordinating meetings and maintaining documentation.

The role requires strong tech skills, organization, and client-focused service. This salaried position offers a comprehensive rewards program and growth opportunities in wealth management.

Qualifications

• Strong skills with business applications/technology
• Excellent time management and organization
• World-class client service mindset and professionalism

Responsibilities

• Impact client experience through account administration (opening, maintenance, resolution)
• Maintain client accounts and manage timelines/dates for accounts
• Ensure client files and documentation are accurate and compliant
• Respond to client inquiries promptly and efficiently
• Assist Advisors with onboarding new clients
• Coordinate and prepare meetings for Advisors and clients/prospects
• Provide proactive client service and issue resolution
• Manage communications from clients, Advisors and partners
• Update team communications channels (websites, LinkedIn, brochures, newsletters)

Skills

Business applications

Time management

Client service

Education

Canadian Investment Regulatory Exam (CIRE)

Tools

RBC systems

Job description

RBC Dominion Securities in Edmonton South seeks an Administrative Assistant to support the Advisor team and clients. You will handle account administration, onboarding, and inquiries, while coordinating meetings and maintaining documentation.

The role requires strong tech skills, organization, and client-focused service. This salaried position offers a comprehensive rewards program and growth opportunities in wealth management.