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Administrative Assistant – Wealth Management

Royal Bank of Canada · Wood Buffalo

🇬🇧 English
Microsoft Office Suite

Job description

About the role

The RBC Dominion Securities branch in Fort McMurray is seeking an Administrative Assistant to support a high‑performing Advisory Team. You will deliver quality client service, coordinate meetings, and ensure smooth day‑to‑day operations for advisors and their clients.

Key responsibilities

  • Coordinate and prepare advisor meetings with clients and prospects.
  • Respond to client inquiries regarding transactions, documentation, and reporting.
  • Assist with client onboarding and maintain up‑to‑date client files.
  • Manage incoming communications from clients, advisors, and internal/external partners.
  • Update team communication channels such as websites, LinkedIn, brochures, and newsletters.
  • Ensure documentation complies with internal controls and regulatory requirements.

Required profile

  • Strong Microsoft Office Suite proficiency.
  • Excellent time‑management and organizational abilities.
  • Demonstrated ability to provide professional, warm, and friendly client service.
  • Nice‑to‑have: Completion of the CIRE exam, knowledge of RBC Dominion Securities systems, securities‑industry experience.

Required skills

  • Microsoft Office Suite

What we offer

  • Total Rewards Program with bonuses, flexible benefits, and competitive compensation.
  • Leadership support through coaching and development opportunities.
  • Chance to make a lasting impact in a collaborative, high‑performing team.
  • World‑class training program in financial services.

Questions fréquentes

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Published 1 month ago

Expires 2 days from now

22 views · 0 interested

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Royal Bank of Canada

Wood Buffalo