Wealth Management Admin Assistant – Client Concierge

RBC; Vancouver; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading financial institution in Vancouver is seeking an Administrative Assistant/Associate to provide concierge-level administrative support to an Advisory Team. The role includes daily administrative tasks, client communication, and support for the Advisor team. Candidates should have strong skills in Microsoft Office and exceptional client service abilities. Compensation ranges from $37,500 to $45,000, with potential for incentive payments.

Benefits

Competitive compensation

Flexible benefits

Development opportunities

Dynamic team environment

Qualifications

• Demonstrated skills in providing world-class client service.
• Exceptional verbal and written communication skills.
• Comfortable performing administrative heavy duties in a fast-paced environment.

Responsibilities

• Provide daily administrative support to the Advisor and their team.
• Coordinate and prepare meetings for Advisors with clients/prospects.
• Respond to client inquiries regarding account transactions.
• Assist the Advisor team with client onboarding.
• Maintain existing client accounts.

Skills

Strong Microsoft Office Suite skills

High level of time management

World-class client service

Exceptional verbal communication

Exceptional written communication

Ability to perform administrative duties

Job description

A leading financial institution in Vancouver is seeking an Administrative Assistant/Associate to provide concierge-level administrative support to an Advisory Team. The role includes daily administrative tasks, client communication, and support for the Advisor team. Candidates should have strong skills in Microsoft Office and exceptional client service abilities. Compensation ranges from $37,500 to $45,000, with potential for incentive payments.