Wealth Management Admin Specialist: Client-Focused Support

RBC Dominion Securities; Parksville; On-site; CAD 40,000; Full time

Job summary

A leading wealth management firm in Parksville is seeking an Administrative Assistant to enhance client service and support the advisory team. The role involves managing client accounts, coordinating meetings, and ensuring compliance with regulatory requirements. Candidates must possess strong organizational and communication skills, with a passionate client service approach. This position offers competitive compensation and the chance to thrive in a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

Opportunity for personal development

World-class training program in financial services

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 execution of client account administration.
• Maintain existing client accounts and identify opportunities to contact clients.
• Become well-versed in internal controls and industry regulatory requirements.

Skills

Client service

Time management

Communication

Organization

Tools

Microsoft Office

Social media platforms

Job description

A leading wealth management firm in Parksville is seeking an Administrative Assistant to enhance client service and support the advisory team. The role involves managing client accounts, coordinating meetings, and ensuring compliance with regulatory requirements. Candidates must possess strong organizational and communication skills, with a passionate client service approach. This position offers competitive compensation and the chance to thrive in a collaborative work environment.