Wealth Management Administrative Assistant

Support wealth management clients and advisors as an Administrative Assistant with RBC Dominion Securities in Greater Sudbury, Ontario. Use organization and technology skills daily.

This full-time position supports the RBC Dominion Securities branch and its Advisory team. You will provide exceptional client service while maintaining account records, processing transactions, and completing administration tasks. The work includes onboarding, documentation preparation, fund transfers, and timely inquiry resolution.

Key Responsibilities:

• Maintain client account records and process transactions
• Complete onboarding, documentation, and fund transfer tasks
• 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
• Professional, warm, and friendly client service approach
• Exceptional verbal and written English communication
• Canadian Investment Regulatory Exam knowledge is beneficial

Bring client service, account administration, organization, and technology skills to RBC Dominion Securities wealth management operations.