Wealth Advisory Admin Assistant | Client Experience Lead

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

Job summary

A leading investment and wealth-management firm in Calgary is seeking an empathetic and collaborative Administrative Assistant. You will support the Advisory team and enhance client experience by managing client accounts and providing world-class service. Ideal candidates have strong organizational skills and effective communication abilities. This role offers competitive compensation and comprehensive benefits.

Benefits

Comprehensive Total Rewards Program

Opportunities for development and coaching

Dynamic and collaborative team environment

World-class training program in financial services

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.
• Demonstrated skills in providing professional, warm, and friendly client service.
• Exceptional verbal and written communication.

Responsibilities

• Impact client experience through account administration.
• Maintain existing client accounts and manage timelines.
• Ensure client files are accurate and compliant.
• Respond to client inquiries efficiently.
• Assist in welcoming and onboarding new clients.
• Prepare meetings for Advisors with clients.
• Provide proactive client service.

Skills

Working with various business applications/technology

Time management

Providing world-class client service

Verbal communication

Written communication

Education

Completion of the Canadian Securities Course

Knowledge of RBC systems and procedures

Job description

A leading investment and wealth-management firm in Calgary is seeking an empathetic and collaborative Administrative Assistant. You will support the Advisory team and enhance client experience by managing client accounts and providing world-class service. Ideal candidates have strong organizational skills and effective communication abilities. This role offers competitive compensation and comprehensive benefits.