Wealth Management Admin Assistant | Client Services

RBC Dominion Securities; City of Moncton; On-site; CAD 36,000 - 48,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Make a difference

Dynamic, collaborative team

World-class training program

Job summary

RBC Dominion Securities in Moncton is seeking an Administrative Assistant to provide essential client and advisor support. You will manage client account administration, open and maintain accounts, and help ensure requests are resolved quickly and accurately while upholding regulatory standards.

The role requires superior organization, strong English communication, and proficiency with business applications.

Qualifications

• Strong skills with various business applications/technology.
• Excellent time management and organizational skills.
• World-class client service: professional, warm and friendly.
• Exceptional verbal and written English communication.

Responsibilities

• Process account openings and maintenance.
• Resolve client requests promptly and accurately.
• Maintain client files and ensure regulatory compliance.
• Answer phone and route inquiries.
• Maintain vacation and staff whereabouts schedules.
• Prepare memos, meeting minutes and presentations.

Skills

Communication

Customer service

Time management

English proficiency

Job description

RBC Dominion Securities in Moncton is seeking an Administrative Assistant to provide essential client and advisor support. You will manage client account administration, open and maintain accounts, and help ensure requests are resolved quickly and accurately while upholding regulatory standards.

The role requires superior organization, strong English communication, and proficiency with business applications.