Wealth Management Admin & Client Service Specialist

RBC Dominion Securities; Red Deer; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading wealth management firm located in Red Deer is seeking an Administrative Assistant to support Advisors and enhance client relationships. The role involves coordinating meetings, providing exceptional service, and ensuring compliance with regulations. Candidates should possess strong Microsoft Office skills, excellent time management, and communication abilities. This opportunity offers competitive compensation and the chance to work in a supportive and collaborative environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Exceptional verbal and written communication skills.

Responsibilities

• Coordinate and prepare meetings for Advisors.
• Provide proactive client service focusing on problem resolution.
• Respond to client inquiries about account transactions.
• Assist in client onboarding and maintenance.
• Ensure accurate documentation compliance.
• Support the Advisor team through the Wealth Management process.
• Conduct research for assigned projects.

Skills

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Tools

Microsoft Office Suite

Job description

A leading wealth management firm located in Red Deer is seeking an Administrative Assistant to support Advisors and enhance client relationships. The role involves coordinating meetings, providing exceptional service, and ensuring compliance with regulations. Candidates should possess strong Microsoft Office skills, excellent time management, and communication abilities. This opportunity offers competitive compensation and the chance to work in a supportive and collaborative environment.