Wealth Management Admin Specialist - Client Service

RBC; Newmarket; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Newmarket is seeking an Administrative Assistant to provide exceptional service to clients and support Advisors. Responsibilities include coordinating meetings, responding to inquiries, and ensuring accurate documentation. The ideal candidate has strong Microsoft Office skills, great time management abilities, and a client-focused attitude. This full-time position offers comprehensive rewards and the opportunity to grow within the firm.

Benefits

Comprehensive Total Rewards Program including bonuses

World-class training program in financial services

Development support through coaching

Qualifications

• Demonstrated skills in providing world-class client service that is professional and friendly.
• Experience in the securities industry is an asset.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients/prospects.
• Respond to client inquiries on account transactions and documentation.
• Maintain accurate and timely updates of all necessary documentation.

Skills

Strong Microsoft Office Suite skills

High level of time management and organization skills

Exceptional verbal and written communication

Education

Completion of the Canadian Securities Course (CSC)

Knowledge of RBC Dominion Securities’ systems

Job description

A leading investment firm in Newmarket is seeking an Administrative Assistant to provide exceptional service to clients and support Advisors. Responsibilities include coordinating meetings, responding to inquiries, and ensuring accurate documentation. The ideal candidate has strong Microsoft Office skills, great time management abilities, and a client-focused attitude. This full-time position offers comprehensive rewards and the opportunity to grow within the firm.