Wealth Management Administrative Assistant

Support RBC Dominion Securities Advisors in Calgary with Microsoft Office expertise and highly organized client service. Work full time within Wealth Management.

This Administrative Assistant supports a Calgary advisory team serving existing clients and prospects. You will coordinate meetings, resolve inquiries, maintain accounts, and support client onboarding. The role also requires accurate documentation and professional communication across internal departments and external partners.

Key Responsibilities:

• Coordinate and prepare Advisor meetings with clients and prospects
• Provide proactive service and resolve client issues
• Respond to account transactions, documents, and reporting inquiries
• Assist with client onboarding and account maintenance
• Update documentation, files, websites, and communication channels

Requirements:

• Strong Microsoft Office Suite skills
• High-level time management and organization skills
• Professional, warm, and friendly client service
• Canadian Investment Regulatory Exam, CIRE, is nice-to-have
• Securities industry experience is an asset

Bring organized administration, accurate documentation, and professional client service to RBC Dominion Securities' Calgary advisory team.