WEX
Job Summary
Job Description
What is the opportunity?
Join RBC Wealth Management's Private Client Group and be an integral member of our team by providing effective and efficient administrative support to the Complex Director. You will handle confidential information with discretion, follow our high company standards, meet regulatory requirements, and think and plan ahead to determine and meet leader's needs.
What will you do?
Maintain business calendars and schedules
Coordinate meetings, conferences and travel arrangements
Manage pipelines and coordinate marketing efforts for recruiting Financial Advisors along with Branch Directors and Assistant Complex Manager
Perform Client Associate duties on an as-needed basis
Plan on-site and off-site marketing events by creating documents and agenda, and handling all logistics
Answer telephone calls and emails, prepare and distribute letters and memos, update mailing lists, maintain office supplies, and process and submit expense reports
Act as a resource for Branch Directors and all complex employees
Provide IT support and order all necessary upgrades for entire complex staff
What do you need to succeed?
Must-have
3+ years of administrative experience preferably supporting a senior manager
Proficient computer skills, including Microsoft Office suite
Advanced written and verbal communication skills
Excellent people and organizational skills with the ability to coordinate multiple projects and work effectively under pressure to meet deadlines
Ability to work independently with minimal supervision and consistently uses good judgment
Nice-to-have
Bachelor's degree
Experience working in the financial services industry
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details Address: 53 STATE STREET:BOSTON
City: Boston
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-06-23
Application Deadline: 2025-07-07
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I
nclusion
and Equal Opportunity Employment At 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. Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. #J-18808-Ljbffr
Additional Job Details Address: 53 STATE STREET:BOSTON
City: Boston
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-06-23
Application Deadline: 2025-07-07
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I
nclusion
and Equal Opportunity Employment At 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. Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. #J-18808-Ljbffr