Executive Admin: Wealth Management & Portfolio Team

RBC Dominion Securities; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Greater Sudbury is seeking an Administrative Executive Assistant to provide high-level support to its Senior Portfolio Manager & Wealth Advisor. The role requires strong organizational skills along with expertise in MS Office, and exceptional bilingual communication abilities. Candidates with a background in finance or investment will find themselves at an advantage. The position promises competitive benefits and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Development opportunities through coaching

Qualifications

• 2-3 years’ experience working in an office environment.
• A strong aptitude with MS Office products.
• Exceptional written and verbal communication skills in French and English.

Responsibilities

• Provide high-level administrative support to the Senior Portfolio Manager & Wealth Advisor.
• Complete administrative tasks for the Investment Advisory team.
• Call clients to schedule appointments and organize travel logistics.

Skills

Strong organizational skills

Exceptional written and verbal communication skills in French and English

Strong multi-tasking skills

Problem solving

Time Management

Education

Post-Secondary Education

Tools

MS Office products, namely Outlook and Excel

Job description

A leading financial services firm in Greater Sudbury is seeking an Administrative Executive Assistant to provide high-level support to its Senior Portfolio Manager & Wealth Advisor. The role requires strong organizational skills along with expertise in MS Office, and exceptional bilingual communication abilities. Candidates with a background in finance or investment will find themselves at an advantage. The position promises competitive benefits and a collaborative work environment.