Office Associate

RBC • Frisco, TX

7d

About The Position

The Office Associate supports the efficient ongoing operation of an RBC Wealth Management branch, with a particular focus on clients’ needs and requests. The role provides administrative support to Financial Advisors and Client Associates, assists with office operations and technology needs, and helps coordinate client and vendor events. RBC offers training, development, and learning resources to support career growth.

Requirements

• At least 1 year of general office experience.
• Proficient computer skills, including the Microsoft Office suite.
• Strong verbal and written communication skills.
• Excellent people and organizational skills, including the ability to coordinate multiple projects and work effectively under pressure to meet deadlines.
• Ability to work independently in a fast-paced, dynamic environment and consistently use good judgment.

Nice To Haves

• Associate’s degree or Bachelor’s degree.
• Basic understanding of financial services.

Responsibilities

• Answer incoming calls and greet visitors.
• Maintain office supplies, including marketing and new account opening materials.
• Open and manage incoming mail.
• Provide administrative assistance to Financial Advisors and Client Associates, including mass mailings and expense reports.
• Plan and coordinate on-site and off-site client and vendor events by preparing documents and agendas and handling logistics.
• Provide backup coverage when support staff are out of the office.
• Provide IT support and order necessary equipment and upgrades for branch staff.

Benefits

• Comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Coaching and management opportunities to support employee development.
• Opportunities to make a difference and have a lasting impact.
• Dynamic, collaborative, progressive, high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work and take on progressively greater accountabilities.
• Access to a variety of job opportunities across the business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed