Adminstrative Assistant

Job description

Job Description

• Maintains client account records and processes transactions, ensuring compliance with organizational standards and timely resolution of account inquiries. • Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience. • Escalates complex account issues and client requests to appropriate teams or advisors when resolution exceeds defined parameters. • Identifies opportunities to improve sales administration processes and resolves operational challenges using established practices and guidelines. • Works on routine and may experience non standard operational or support activities and assignments related to sales administration, applying established methods. • Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed. • Regularly generates ideas to improve sales administration tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice. • Fosters and maintains effective working relationships with colleagues and stakeholders within the broader team.

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details Address:

1 PLACE VILLE MARIE:MONTRÉALCity:

MontréalCountry:

CanadaWork hours/week:

37.5Employment Type:

Full timePlatform:

WEALTH MANAGEMENTJob Type:

RegularPay Type:

SalariedPosted Date:

2026-11-06Application Deadline:

2026-11-20Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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