Start your journey with RBC Dominion Securities as a Wealth Management Administrative Assistant in Vaughan, Canada. This full-time role offers vital support to the Advisor team and exceptional service to clients.
In this position, you will utilize your solid organization and time management skills to manage client accounts and communications effectively. Your role will include assisting in account administration, onboarding clients, and contributing to the overall smooth operation of the Advisory team. This is your chance to make a substantial impact on client experiences.
Key Responsibilities:
• Facilitate client account administration processes
• Organize and manage communications with clients and Advisors
• Assist in onboarding new clients to the wealth management team
• Ensure compliance with industry regulations and internal controls
• Prepare meeting materials for client and Advisor interactions
Requirements:
• Proficient with business applications and technologies
• Strong organizational skills and time management proficiency
• High level of client service professionalism
• Understanding of RBC procedures is an advantage
• Canadian Investment Regulatory Exam certification is desirable
Contribute to the RBC team's mission of delivering outstanding service in wealth management.
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