Wealth Management Admin Assistant – Client Services

Kibbi Technologies Inc.; Halifax; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Bonuses & flexible benefits

Stock options (where applicable)

World-class training program

Job summary

RBC Dominion Securities in Halifax, NS is seeking an Administrative Assistant to support client accounts and advisor teams. You will handle account administration, documentation, and compliant processes, ensuring timely service to clients and smooth operations.

The role emphasizes handling inquiries, coordinating with the Investment Advisor, and maintaining accurate records while contributing to a client-centric wealth management experience.

Qualifications

• Strong skills with business applications/technology
• High level of time management and organization
• World-class client service, professional and friendly demeanor
• Excellent verbal and written communication skills

Responsibilities

• Impact client experience through account administration, including openings and maintenance
• Manage timelines and key dates for accounts and client communications
• Ensure files and documentation are accurate, up-to-date, and compliant
• Respond to client inquiries promptly and efficiently
• Update team communication channels (sites, LinkedIn, brochures, newsletters)

Skills

Word processing

Client inquiry handling

Social media platforms

Client services

Customer service orientation

Data entry

Customer support

Account management

Communication skills

Client interaction

Time management

Job description

RBC Dominion Securities in Halifax, NS is seeking an Administrative Assistant to support client accounts and advisor teams. You will handle account administration, documentation, and compliant processes, ensuring timely service to clients and smooth operations.

The role emphasizes handling inquiries, coordinating with the Investment Advisor, and maintaining accurate records while contributing to a client-centric wealth management experience.