Wealth Management Administrative Assistant (Ontario)

Wealth Management Administrative Assistant (Ontario)

01 Nov
|
RBC
|
Ontario

01 Nov

RBC

Ontario

Support wealth management clients in Sudbury with account administration, technology skills, and exceptional service at RBC Dominion Securities.
As an Administrative Assistant, you will support advisors and clients within RBC Dominion Securities’ relationship-focused wealth management firm. Your work will include client account records, transactions, onboarding, documentation, fund transfers, and account inquiries. Strong organization, communication, and business application skills are essential.
Key Responsibilities: Maintain client account records and process transactions
Complete onboarding, documentation, and fund transfer administration
Escalate complex account issues and client requests
Improve sales administration processes using established guidelines




Maintain effective relationships with colleagues and stakeholders
Requirements: Strong skills using various business applications and technology
High-level time management and organization skills
Qualified, warm, and friendly client service abilities
Exceptional verbal and written English communication
Canadian Investment Regulatory Exam knowledge is an asset
Bring client service, account administration, organization, and communication skills to RBC Dominion Securities’ Sudbury advisory team.

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

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