Wealth Management Admin Assistant – Client Service Expert

RBC Dominion Securities; Newmarket; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading financial services firm in Newmarket is seeking an Administrative Assistant to support Advisors by providing exceptional service and managing client interactions. Key responsibilities include coordinating meetings, responding to client inquiries, and maintaining accurate client files. Strong Microsoft Office skills and time management abilities are essential. Competitive compensation and a comprehensive rewards program offered.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Opportunities for professional development

Qualifications

• Demonstrated skills in providing warm, professional client service.
• Experience in the securities industry is an asset.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients.
• Provide proactive client service with attention to details.
• Respond to client inquiries regarding account transactions and documentation.
• Assist the Advisor team with client onboarding.
• Maintain complete and up-to-date client files.

Skills

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated skills in providing world-class client service

Exceptional verbal communication

Exceptional written communication

Education

Completion of the Canadian Securities Course (CSC)

Knowledge of RBC Dominion Securities’ systems

Job description

A leading financial services firm in Newmarket is seeking an Administrative Assistant to support Advisors by providing exceptional service and managing client interactions. Key responsibilities include coordinating meetings, responding to client inquiries, and maintaining accurate client files. Strong Microsoft Office skills and time management abilities are essential. Competitive compensation and a comprehensive rewards program offered.