Wealth Management Administrative Assistant - Client Support

RBC Dominion Securities Inc.; Calgary; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & Development

Competitive compensation

Stock options where applicable

Job summary

RBC Dominion Securities Calgary is seeking an Administrative Assistant to provide essential administrative support to a dynamic Advisory Team. You will deliver quality client service and help deepen relationships with existing clients through efficient support to both clients and the Advisor Team.

Key duties include coordinating meetings, handling client inquiries, assisting with onboarding, and maintaining accurate documentation.

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization.
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

Skills

Microsoft Office

Time management

Client service

Job description

RBC Dominion Securities Calgary is seeking an Administrative Assistant to provide essential administrative support to a dynamic Advisory Team. You will deliver quality client service and help deepen relationships with existing clients through efficient support to both clients and the Advisor Team.

Key duties include coordinating meetings, handling client inquiries, assisting with onboarding, and maintaining accurate documentation.