Wealth Management Office & Admin Associate

Royal Bank of Canada; Frisco (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Royal Bank of Canada in Frisco is seeking an Office Associate to help the branch run smoothly by handling client needs and daily administrative tasks. You will answer calls, greet visitors, manage mail, and support Financial Advisors and Client Associates with events and reports.

The role requires strong communication, reliable computer skills, and the ability to coordinate multiple projects under pressure in a fast-paced environment. A professional, collaborative mindset is essential.

Qualifications

• 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.

Responsibilities

• 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

Skills

Office experience

Microsoft Office

Verbal and written communication

Organizational skills

Independent under pressure

Education

Associate's degree

Bachelor's degree

Tools

Microsoft Office

Job description

Royal Bank of Canada in Frisco is seeking an Office Associate to help the branch run smoothly by handling client needs and daily administrative tasks. You will answer calls, greet visitors, manage mail, and support Financial Advisors and Client Associates with events and reports.

The role requires strong communication, reliable computer skills, and the ability to coordinate multiple projects under pressure in a fast-paced environment. A professional, collaborative mindset is essential.