Deliver warm client service and accurate account administration at RBC Dominion Securities’ Sudbury wealth management branch.
As an Administrative Assistant, you will provide exceptional support to clients and the Advisor team. Your responsibilities include account inquiries, transaction processing, client onboarding, documentation, and fund transfers. You will also resolve operational challenges within established practices and escalate matters when required.
Key Responsibilities: Resolve account inquiries within defined organizational standards
Process transactions and maintain accurate client records
Prepare documentation for onboarding and account administration
Identify improvements to sales administration activities
Escalate issues exceeding defined resolution parameters
Requirements: Demonstrated world-class client service skills
Solid organization and time management abilities
Comfort working with various business applications
Exceptional English verbal and written communication
Knowledge of RBC systems or securities industry experience preferred
Use your client service, transaction processing, and communication strengths to support advisors and clients in Sudbury.