Senior Administrative Associate
RBC Dominion Securities • vancouver, Canada
Role Description
Job Overview
RBC Dominion Securities, a leading investment and wealth management firm, is looking for a Senior Administrative Associate to support advisors and clients in maintaining client accounts and ensuring regulatory compliance.
Responsibilities
- Maintain existing client accounts and identify outreach opportunities.
- Respond to client inquiries promptly and accurately.
- Resolve client issues proactively and liaise with departments for timely solutions.
- Manage incoming communications from clients and advisors.
- Assist advisors in onboarding new clients.
- Coordinate and prepare meetings for advisors with clients or prospects.
- Ensure client files and documentation are up‑to‑date and compliant with internal controls and regulatory requirements.
- Support advisors through the wealth management process and track priorities.
Qualifications
- Minimum 5 year...