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.

📌 Client Services Investment Administrator (Canada)
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