Support wealth management clients and advisors with account administration, transactions, and exceptional service in Sudbury, Ontario. Apply strong organization and communication skills.
RBC Dominion Securities seeks an Administrative Assistant for its Sudbury branch. You will maintain client records, process transactions, and support onboarding, documentation, and fund transfers. The position helps advisors deepen relationships, welcome clients, and resolve account inquiries efficiently. Success requires technology skills, time management, organization, and professional communication in English.
Key Responsibilities:
- Maintain client account records and process transactions
- Complete onboarding, documentation, and fund transfer administration
- Resolve account inquiries within defined organizational standards
- Escalate complex requests to advisors or appropriate teams
- Improve sales administration processes using established guidelines
Requirements:
- Strong skills using business applications and technology
- High time management and organizational skills
- Qualified, warm, and friendly client service approach
- Exceptional verbal and written English communication
- Canadian Investment Regulatory Exam knowledge is nice-to-have
Bring organized account administration, client service, and communication skills to RBC Dominion Securities wealth management in Sudbury.