Client Service Wealth Administration Assistant Alton

Client Service Wealth Administration Assistant Alton

11 Nov
|
RBC
|
Alton

11 Nov

RBC

Alton

Deliver professional, warm client service in Greater Sudbury while supporting advisors with account administration and timely transaction processing.

RBC Dominion Securities is seeking an Administrative Assistant for its Sudbury, Ontario branch. This full time position supports ongoing client service, recent client onboarding, account documentation, fund transfers, and advisor administration. The ideal candidate demonstrates empathy, collaboration, organization, and strong English communication.

Key Responsibilities
Provide ongoing service and support to clients
Support advisors with onboarding and documentation preparation
Process transactions and resolve account inquiries promptly
Escalate requests beyond defined resolution parameters
Generate ideas for improving administrative tasks

Requirements:
Demonstrated world-class client service skills
Robust verbal and written English communication
High-level organization and time management abilities
Proficiency with business applications and technology
Securities industry experience is an asset

Use empathy, collaboration, communication, and organization to support clients and advisors across RBC Dominion Securities wealth management.

📌 Client Service Wealth Administration Assistant Alton
🏢 RBC
📍 Alton

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