Executive Administrative Assistant for Wealth Advisory Team

RBC; Greater Sudbury; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services institution in Sudbury is seeking an Administrative Executive Assistant to support a Senior Portfolio Manager & Wealth Advisor. Responsibilities include managing administrative tasks, scheduling appointments, and assisting in client events. The ideal candidate will have 2-3 years experience in an office environment, strong organizational skills, and exceptional bilingual communication abilities. This role offers a competitive salary and the opportunity to work in a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation and bonuses

World-class training program in financial services

Opportunities for professional development

Qualifications

• Strong organizational skills are an asset.
• A minimum of 2-3 years’ experience working in an Office environment.
• A strong aptitude with MS Office products, namely Outlook and Excel.
• Exceptional written and verbal communication skills in French and English.
• Strong multi-tasking skills, problem solving and ability to quickly adapt in a fast-paced industry.

Responsibilities

• Provide high-level administrative support to the Senior Portfolio Manager & Wealth Advisor.
• Complete administrative tasks to help the Investment Advisory team.
• Call clients to schedule appointments and organize travel logistics.
• Assist in booking and planning client and partner events.
• Help manage incoming communications.
• Provide daily updates to the Advisory Team.
• Organize and attend team meetings.

Job description

A financial services institution in Sudbury is seeking an Administrative Executive Assistant to support a Senior Portfolio Manager & Wealth Advisor. Responsibilities include managing administrative tasks, scheduling appointments, and assisting in client events. The ideal candidate will have 2-3 years experience in an office environment, strong organizational skills, and exceptional bilingual communication abilities. This role offers a competitive salary and the opportunity to work in a collaborative team environment.