Wealth Management Admin & Client Support Specialist

RBC; Vancouver; On-site; CAD 46,000 - 70,000; Full time

Benefits offered by this job

Salary and bonus

Benefits package

Career development

Dynamic team

Job summary

RBC in Vancouver is seeking an Administrative Support professional within Wealth Management to assist Investment Advisors serving mass affluent and HNW clients. You will handle client inquiries via phone, email, and in-person, support transfers, forms and documentation, and maintain client files with accuracy.

Responsibilities include preparing statements, portfolio analysis with manager approval, and ensuring regulatory compliance.

Qualifications

• Completion of either IFIC or CSC, licensed for at least 1 year.
• 2–3 years’ experience in a similar role in the investment industry.
• Demonstrated excellence with customer service, 2–3 years’ experience.
• Advanced proficiency with MS Office (Word, Excel, PowerPoint).

Responsibilities

• Prepare, send and track investment policy statements.
• Assist in asset mix analysis and portfolio rebalancing with manager approval.
• Ensure compliance and regulatory adherence for client portfolios and trades.
• Research and update client files in the CRM/contact system.
• Support Investment Advisors by compiling notes and following up on issues.
• Assist with meeting prep, notes, and scheduling outstanding items.
• Run reports and resolve discrepancies on investor statements.
• Create estate packages, compile review schedules, and manage mail-outs.

Skills

Customer Service

Relationship Management

Investment Management

Communication

Education

IFIC or CSC certification

Tools

MS Office

Job description

RBC in Vancouver is seeking an Administrative Support professional within Wealth Management to assist Investment Advisors serving mass affluent and HNW clients. You will handle client inquiries via phone, email, and in-person, support transfers, forms and documentation, and maintain client files with accuracy.

Responsibilities include preparing statements, portfolio analysis with manager approval, and ensuring regulatory compliance.