Wealth Management Administrative Assistant (Ontario)

Wealth Management Administrative Assistant (Ontario)

01 Nov
|
Intelcom - Dragonfly
|
Ontario

01 Nov

Intelcom - Dragonfly

Ontario

Support wealth management clients and advisors at RBC Dominion Securities in Sudbury, using organization, technology, and communication skills daily.
This full-time Administrative Assistant supports the Advisory team within RBC Dominion Securities’ wealth management platform. You will maintain client records, process transactions, prepare documentation, and support onboarding and fund transfers. The work helps deepen relationships and welcome new clients.
Key Responsibilities: Maintain client account records and process transactions compliantly
Complete onboarding, documentation, and fund transfer administration
Escalate complex requests to appropriate advisors or teams
Improve sales administration processes using established guidelines




Build effective relationships with colleagues and stakeholders
Requirements: Strong skills using business applications and technology
Excellent time management and organizational skills
Qualified, warm, and friendly client service
Exceptional written and verbal English communication
Canadian Investment Regulatory Exam or securities experience preferred
Bring client service, account administration, and organized communication to RBC Dominion Securities’ Sudbury Advisory team.

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📌 Wealth Management Administrative Assistant (Ontario)
🏢 Intelcom - Dragonfly
📍 Ontario

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