Wealth Management Admin Specialist | Client Services

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

Job summary

A leading financial services corporation in Toronto is seeking an Administrative Assistant to provide support to a high-performing Advisory Team. This role includes coordinating meetings, providing client service, and managing documentation. Strong Microsoft Office skills and effective time management are essential. The position offers competitive compensation and opportunities for professional development.

Benefits

Comprehensive Total Rewards Program

Leadership development opportunities

Dynamic and collaborative work environment

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Coordinate and prepare meetings for Advisors.
• Provide proactive client service and problem resolution.
• Respond to client inquiries and assist the Advisor team.

Skills

Strong Microsoft Office Suite skills

Time management and organization skills

Client service skills

Education

Completion of the Canadian Securities Course (CSC)

Knowledge of RBC Dominion Securities’ systems

Job description

A leading financial services corporation in Toronto is seeking an Administrative Assistant to provide support to a high-performing Advisory Team. This role includes coordinating meetings, providing client service, and managing documentation. Strong Microsoft Office skills and effective time management are essential. The position offers competitive compensation and opportunities for professional development.