Wealth Management Administrative Coordinator

RBC Dominion Securities; Edmonton; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading wealth management firm in Edmonton seeks an Administrative Assistant to provide exceptional service and support to clients and advisors. The successful candidate will coordinate meetings, assist with client onboarding, and ensure accurate documentation. Strong communication and Microsoft Office skills are mandatory. Join a supportive team that values collaboration and professional growth. If you're resourceful and empathetic, this role offers comprehensive rewards and development opportunities.

Benefits

Comprehensive Total Rewards Program

Competitive compensation and bonuses

World-class training program in financial services

Qualifications

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

Responsibilities

• Coordinate and prepare meetings for Advisors with clients/prospects.
• Provide proactive client service focused on problem resolution.
• Respond to client inquiries regarding account transactions.
• Assist with client onboarding and maintenance of accounts.
• Ensure accurate documentation in compliance with internal controls.
• Support Advisor team through the Wealth Management process.
• Conduct research and share information with the team.

Skills

Customer Service

Time Management

Teamwork

Interpersonal Relationships

Data Entry

Word Processing Software

Tools

Microsoft Office Suite

Job description

A leading wealth management firm in Edmonton seeks an Administrative Assistant to provide exceptional service and support to clients and advisors. The successful candidate will coordinate meetings, assist with client onboarding, and ensure accurate documentation. Strong communication and Microsoft Office skills are mandatory. Join a supportive team that values collaboration and professional growth. If you're resourceful and empathetic, this role offers comprehensive rewards and development opportunities.