Wealth Management Admin Specialist — Client-Focused Support

RBC; Regina; On-site; CAD 42,000 - 54,000; Full time

Job summary

RBC Dominion Securities in Regina, SK seeks an Administrative Assistant to support Advisors and clients with onboarding, documentation, and account tasks. The role focuses on accurate records, timely processing, and exceptional client service to deepen client relationships.

The successful candidate will collaborate with the team, handle routine tasks, and contribute to a seamless wealth management operation in a dynamic environment.

Qualifications

• Experience with business applications and technology.
• Strong time management and organizational skills.
• Ability to provide world-class client service with a professional, warm demeanor.

Responsibilities

• Maintain client account records and process transactions in line with standards.
• Handle onboarding, documentation prep, and fund transfers to support advisors.
• Escalate complex account issues to appropriate teams when needed.
• Identify opportunities to improve sales administration processes within guidelines.
• Perform routine and non-standard sales administration tasks.
• Make decisions within scope and escalate issues as required.
• Generate ideas to improve sales administration tasks within guidelines.
• Foster relationships with colleagues and stakeholders.

Skills

Business applications

Time management

Client service

Job description

RBC Dominion Securities in Regina, SK seeks an Administrative Assistant to support Advisors and clients with onboarding, documentation, and account tasks. The role focuses on accurate records, timely processing, and exceptional client service to deepen client relationships.

The successful candidate will collaborate with the team, handle routine tasks, and contribute to a seamless wealth management operation in a dynamic environment.