Wealth Advisory Associate: Client Service & Admin

RBC Dominion Securities; Vancouver; On-site; CAD 36,000 - 50,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Competitive compensation and bonuses/3

Stock where applicable

Job summary

RBC Dominion Securities in Vancouver is seeking an Associate to join a large advisory team providing wealth management services to a sophisticated clientele. You will handle client inquiries and administrative duties related to accounts, supporting Investment Advisors.

Responsibilities include servicing calls and emails, preparing client reviews, requesting documents, and ensuring timely settlement and transfers.

Qualifications

• CIRE exam required.
• Strong Microsoft Office Suite skills.
• Meticulous attention to detail and time management.
• Excellent verbal and written English communication.
• Wealth Management experience.
• Minimum 2 years securities industry experience.
• Familiarity with RBC Dominion Securities systems is a plus.

Responsibilities

• Handle professional servicing of incoming calls and emails from clients and partners.
• Support Investment Advisors with admin duties in managing client accounts.
• Assist in preparing client reviews and presentations.
• Request information from clients to open accounts and keep files up to date.
• Follow up on client trades to ensure proper settlement and delivery.
• Monitor pending transfers for timely completion.

Skills

CIRE exam

Strong Microsoft Office Suite

Meticulous attention to detail

Excellent verbal and written English

Wealth Management experience

2+ years securities industry

Familiarity with RBC systems

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities in Vancouver is seeking an Associate to join a large advisory team providing wealth management services to a sophisticated clientele. You will handle client inquiries and administrative duties related to accounts, supporting Investment Advisors.

Responsibilities include servicing calls and emails, preparing client reviews, requesting documents, and ensuring timely settlement and transfers.