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Job Description
What is the opportunity?
RBC Wealth Management Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner - High Net Worth Planning Services Specialists to enable them to focus on providing superior client service.
What will you do?
- Oversee the efficiency of day-to-day operations
- Fulfill administrative duties: Printing, packaging ,and mailing of client reports
- Manage specialist calendars and meeting materials
- Complete monthly expense reports
- Maintain and order equipment and supplies
- Manage files and records, and complete travel arrangements
- Assist at client seminars & events including packaging of materials
What do you need to succeed?
Must have:
- A minimum of two years of experience in a similar position in the financial industry
- Strong working knowledge of Microsoft Office
- Effective written, verbal and electronic communication skills
- Self-motivated and able to work with minimal supervision
- Ability to work effectively with others and be perceived as a team player
- Ability to work under pressure to meet deadlines
- Good attention to detail
- Strong time management skills
Nice to have:
- IFIC
- CSC
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:
- A world-class training program in financial services
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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