Wealth Management Administrative Specialist (Bilingual)

RBC Dominion Securities; Greater Sudbury; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading wealth management firm in Greater Sudbury is looking for an Administrative Assistant to support the Advisory team. The role involves managing timelines for client accounts, handling administrative tasks, and facilitating communication between clients and advisors. Strong skills in MS Office and bilingual communication in English and French are essential. This full-time position offers competitive compensation and opportunities for development within a supportive team environment.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic team environment

World-class training program in financial services

Qualifications

• Strong skills with business applications and technology.
• High level of time management and organization skills.
• A strong aptitude for Microsoft Office products.

Responsibilities

• Manage timelines and key dates for client accounts.
• Complete administrative tasks for the Investment Advisory team.
• Help manage incoming communications from clients and partners.
• Ensure compliance with internal controls and regulatory requirements.
• Coordinate meetings for Advisors with clients.

Skills

Customer Service

Data Entry

Time Management

Teamwork

MS Office (Outlook, Excel)

Communication (French and English)

Job description

A leading wealth management firm in Greater Sudbury is looking for an Administrative Assistant to support the Advisory team. The role involves managing timelines for client accounts, handling administrative tasks, and facilitating communication between clients and advisors. Strong skills in MS Office and bilingual communication in English and French are essential. This full-time position offers competitive compensation and opportunities for development within a supportive team environment.