Wealth Management Administrative Assistant

Support wealth management clients and advisors at RBC Dominion Securities in Sudbury, using organization, technology, and communication skills daily.

This full-time Administrative Assistant supports the Advisory team within RBC Dominion Securities’ wealth management platform. You will maintain client records, process transactions, prepare documentation, and support onboarding and fund transfers. The work helps deepen relationships and welcome new clients.

• Maintain client account records and process transactions compliantly
• Complete onboarding, documentation, and fund transfer administration
• Escalate complex requests to appropriate advisors or teams
• Improve sales administration processes using established guidelines
• Build effective relationships with colleagues and stakeholders

• Strong skills using business applications and technology
• Excellent time management and organizational skills
• Professional, warm, and friendly client service
• Exceptional written and verbal English communication
• Canadian Investment Regulatory Exam or securities experience preferred

Bring client service, account administration, and organized communication to RBC Dominion Securities’ Sudbury Advisory team.