Job Summary
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?
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 comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected salary range for the above position is $41,000 - $65,000 depending on factors including but not limited to the candidate's experience, skills, registration status market conditions and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
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I
and Equal Opportunity Employment
nclusion
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.
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