Wealth Management Administrative Assistant

Support wealth management clients in Sudbury with account administration, technology skills, and exceptional service at RBC Dominion Securities.

As an Administrative Assistant, you will support advisors and clients within RBC Dominion Securities’ relationship-focused wealth management firm. Your work will include client account records, transactions, onboarding, documentation, fund transfers, and account inquiries. Strong organization, communication, and business application skills are essential.

Key Responsibilities:

• Maintain client account records and process transactions
• Complete onboarding, documentation, and fund transfer administration
• 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 abilities
• Exceptional verbal and written English communication
• Canadian Investment Regulatory Exam knowledge is an asset

Bring client service, account administration, organization, and communication skills to RBC Dominion Securities’ Sudbury advisory team.