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 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

#LI-SM3

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:

1980 POST OAK BOULEVARD:HOUSTON

City:

Houston

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-10

Application Deadline:

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

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.
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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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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.