Wealth Advisory Admin Specialist

RBC; West Vancouver; On-site; CAD 40,000 - 45,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC Dominion Securities in West Vancouver is seeking an Administrative Assistant to support a Portfolio Management/advisory Team with client service and administrative duties.

The role requires 1–2 years banking/finance support, strong Microsoft Office skills, excellent time management, and professional, friendly client service. The base salary is $40,000–$45,000 with potential discretionary incentives.

Qualifications

• 1–2 years of experience in a banking/finance supporting role.
• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
• Exceptional verbal and written communication skills.

Responsibilities

• Prepare account opening documentation.
• Follow up on documentation with clients or back office as required.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports.
• Maintain all pending plan transfers to ensure proper settlement and delivery.

Skills

Microsoft Office

Client service

Administrative support

Communication

Time management

Job description

RBC Dominion Securities in West Vancouver is seeking an Administrative Assistant to support a Portfolio Management/advisory Team with client service and administrative duties.

The role requires 1–2 years banking/finance support, strong Microsoft Office skills, excellent time management, and professional, friendly client service. The base salary is $40,000–$45,000 with potential discretionary incentives.