Wealth Management Administrative Specialist

RBC Dominion Securities; Halifax; On-site; CAD 40,000 - 52,000; Full time

Job summary

RBC Dominion Securities is seeking an Administrative Assistant to support our Halifax wealth management team. You’ll handle client account administration, maintain documentation, and collaborate with an Investment Advisor to manage portfolios and planning opportunities.

You will respond to client inquiries, maintain accuracy across records, and ensure compliance with internal controls while contributing to a client-focused, collaborative culture in a leading Canadian wealth-management franchise.

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
• Exceptional verbal and written communication skills.

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests.
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts.
• Ensure client files and documentation are accurate, up-to-date and compliant with internal controls and regulatory requirements.
• Respond to client inquiries in a timely and understanding manner (account transactions, requests, documentation, reporting).
• Update team communication channels and materials (websites, LinkedIn, Facebook, brochures, newsletters).

Skills

Tech skills

Time management

Client service

Communication

Job description

RBC Dominion Securities is seeking an Administrative Assistant to support our Halifax wealth management team. You’ll handle client account administration, maintain documentation, and collaborate with an Investment Advisor to manage portfolios and planning opportunities.

You will respond to client inquiries, maintain accuracy across records, and ensure compliance with internal controls while contributing to a client-focused, collaborative culture in a leading Canadian wealth-management franchise.