Administrative Assistant in Wealth Management

Join RBC Dominion Securities as an Administrative Assistant, providing vital support for a high-performing Advisory Team in Courtenay, BC. Focus on exceptional client service and effective operations within a collaborative environment.

In this full-time position, you will coordinate meetings, manage communications, and assist with client onboarding processes. Your strong organizational skills are essential for timely updates and maintaining compliance with regulatory standards. Additionally, you will update marketing materials and support events aimed at client engagement.

Key Responsibilities:

• Organize and prepare meetings for Advisors and clients

• Handle client inquiries and documentation requests

• Aid in onboarding new clients to the Advisory Team

• Ensure timely updates and maintain client files

• Assist in the preparation of marketing materials

Requirements:

• Proficiency in Microsoft Office Suite

• High level of organization and time management

• Excellent client service and interpersonal skills

• Experience in web-based media is beneficial

• Familiarity with securities industry is an asset

Utilize your talents in administration and marketing to drive client success in the Wealth Management sector with RBC.
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