Associate
Core
Provide concierge-level administrative support to an Advisory Team, focusing on client service, meeting coordination, and onboarding.
Role type
Administrative Associate (Wealth Management)
Builds
Client relationships and operational efficiency for the Advisor Team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, meeting coordination, new client onboarding, documentation management, regulatory compliance, Microsoft Office Suite
Preferred skills
Securities industry experience, knowledge of RBC systems
Responsibilities
Coordinate and prepare meetings for Advisors, respond to client inquiries regarding accounts and documentation, manage incoming client communications, update team communication channels (websites, social media), maintain accurate client files in compliance with regulations