Wealth Office Coordinator

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

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.