Office Associate

RBC; Frisco (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

RBC Wealth Management in Frisco, TX is seeking an Office Associate to help the branch run smoothly by handling routine admin tasks, greeting clients, and coordinating materials for new accounts.

In this role you will support Financial Advisors and Client Associates, manage calendar and communications, organize client and vendor events, and ensure IT equipment is up to date, contributing to a polished, client-focused service culture.

Qualifications

• 1+ year of general office experience.
• Proficient with Microsoft Office suite.
• Strong verbal and written communication skills.
• Excellent people and organizational skills with the ability to coordinate multiple projects under deadlines.
• Ability to work independently in a fast-paced environment with good judgement.

Responsibilities

• Answer calls, greet visitors, maintain office supplies including marketing and new account materials, open and manage incoming mail.
• Support Financial Advisors (FA) and Client Associates (CA) with administrative tasks such as mass mailings and expense reports.
• Plan and coordinate client and vendor events, both on- and off-site by creating documents and agendas and handling all logistics.
• Act as back-up when support staff is out of the office.
• Provide IT support and order all necessary equipment and upgrades for branch staff.

Skills

Calendar Management

Communication

Computer Literacy

Detail-Oriented

Email Services

Knowledge Organization

Office Administration

Spreadsheet Software

Teamwork

Time Management

Education

Associate's or Bachelor's degree

Job description

Job Description

What is the opportunity?

Join RBC and be an integral member of our team. As Office Associate, you will provide support to ensure the branch operates efficiently on an ongoing basis, especially handling the needs and requests of our clients.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials, open and manage incoming mail
• Support Financial Advisors (FA) and Client Associates (CA) with administrative assistance such as mass mailings and expense reports
• Plan and coordinate client and vendor events, both on- and off-site by creating documents and agendas and handling all logistics
• Act as back-up when support staff is out of the office
• Provide IT support and order all necessary equipment and upgrades for branch staff

What do you need to succeed?

Must-have

• 1+ year of general office experience
• Proficient computer skills including Microsoft Office suite
• Strong verbal and written communication skills
• Excellent people and organizational skills with the ability to coordinate multiple projects and work effectively under pressure to meet deadlines
• Ability to work independently in a fast-paced, dynamic environment and consistently use good judgement

Nice-to-have

• Associate’s degree or Bachelor’s degree
• Basic understanding of financial services

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Calendar Management, Communication, Computer Literacy, Detail-Oriented, Email Services, Knowledge Organization, Office Administration, Spreadsheet Software, Teamwork, Time Management

Additional Job Details

Address:

1 COWBOYS WAY:FRISCO

City:

Frisco

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.