Wealth Management Admin & Client Services Specialist

RBC; Owen Sound; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading wealth management firm in Owen Sound is seeking an Administrative Assistant to provide exceptional service and support to clients and the Advisor team. The ideal candidate will demonstrate strong time management and organizational skills, while effectively assisting with client inquiries and administration. This full-time position offers a collaborative workplace culture with opportunities for professional development and a comprehensive rewards program.

Benefits

Comprehensive Total Rewards Program

Career development opportunities

World-class training program

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Impact client experience through client account administration.
• Assist the Advisor team in welcoming and onboarding new clients.
• Respond to client inquiries efficiently.

Skills

Communication

Data Entry

Detail-Oriented

Office Administration

Time Management

Teamwork

Tools

Spreadsheet Software

Presentation Software

Email Services

Word Processing Software

Job description

A leading wealth management firm in Owen Sound is seeking an Administrative Assistant to provide exceptional service and support to clients and the Advisor team. The ideal candidate will demonstrate strong time management and organizational skills, while effectively assisting with client inquiries and administration. This full-time position offers a collaborative workplace culture with opportunities for professional development and a comprehensive rewards program.