Wealth Management Administrative Assistant (Alberta)

Wealth Management Administrative Assistant (Alberta)

22 Oct
|
RBC
|
Alberta

22 Oct

RBC

Alberta

Support RBC Dominion Securities Advisors in Calgary with Microsoft Office expertise and highly organized client service. Work full time within Wealth Management.
This Administrative Assistant supports a Calgary advisory team serving existing clients and prospects. You will coordinate meetings, resolve inquiries, maintain accounts, and support client onboarding. The role also requires accurate documentation and qualified communication across internal departments and external partners.
Key Responsibilities: Coordinate and prepare Advisor meetings with clients and prospects
Provide proactive service and resolve client issues
Respond to account transactions, documents, and reporting inquiries




Assist with client onboarding and account maintenance
Update documentation, files, websites, and communication channels
Requirements: Strong Microsoft Office Suite skills
High-level time management and organization skills
Professional, warm, and friendly client service
Canadian Investment Regulatory Exam, CIRE, is nice-to-have
Securities industry experience is an asset
Bring organized administration, accurate documentation, and professional client service to RBC Dominion Securities' Calgary advisory team.

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📌 Wealth Management Administrative Assistant (Alberta)
🏢 RBC
📍 Alberta

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