Wealth Management Admin Assistant — Client & Trade Support

Royal Bank of Canada>; Abbotsford; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading financial institution seeks a licensed Associate or unlicensed Administrative Assistant for their investment team in Abbotsford. This role offers opportunities to provide exceptional client service, manage client accounts, and support wealth management initiatives. Candidates should possess strong service skills and relevant administrative experience. Competitive compensation and growth opportunities are provided.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Coaching and development opportunities

Qualifications

• Successful completion of CSC / CPH or willingness to complete.
• Exceptional client service skills and experience.
• Administrative experience preferable from another firm.

Responsibilities

• Provide proactive client experience focusing on problem resolution.
• Maintain current knowledge of client accounts.
• Coordinate activities with wealth management specialists.

Skills

Client service skills

Administrative experience

Education

Undergraduate degree

Job description

A leading financial institution seeks a licensed Associate or unlicensed Administrative Assistant for their investment team in Abbotsford. This role offers opportunities to provide exceptional client service, manage client accounts, and support wealth management initiatives. Candidates should possess strong service skills and relevant administrative experience. Competitive compensation and growth opportunities are provided.