Rita Salib
Mississauga,Canada
Summary
Experienced wealth management professional with a strong background supporting investment advisors and servicing high-net-worth clients. Knowledgeable in client account administration, trade execution, and maintaining accurate documentation in accordance with KYC and regulatory requirements. Seeking to leverage my expertise in client relationship management, operational efficiency, and wealth management support to contribute to a high-performing financial institution and deliver exceptional client service.
Overview
2027
2027
years of professional experience
3
3
Certifications
Work History
Associate
RBC Wealth Management
Oakville, Canada
2024 - Current
- Facilitated client communications via telephone and email, ensuring prompt, professional responses.
- Executed trades as per instructions from advisors or clients, emphasizing accuracy and compliance.
- Supported investment advisor with administrative tasks to streamline client account management.
- Ensured precision in maintaining client records within database and documentation systems.
- Developed client reviews and presentations in coordination with investment advisor.
- Supervised pending transfers to assure timely execution.
- Gathered necessary information from clients for account openings while maintaining updated files.
- Arranged meetings between clients and financial advisors for effective consultations.
- Complied with all banking regulations such as Bank Secrecy Act Anti-Money Laundering, Know Your Client.
Branch operations assistant
RBC Wealth Management
Oakville, Canada
2021 - 2024
- Streamlined daily branch operations to enhance workflow efficiency and team collaboration.
- Processed transactions with meticulous attention to detail, ensuring accuracy and timeliness.
- Ensured compliance with regulations, policies, procedures, and ethical standards.
- Trained new staff on operational procedures to facilitate smooth onboarding and knowledge transfer.
- Identified opportunities for process improvements while maintaining accuracy and efficiency.
- Developed organized filing systems for records to improve accessibility and retrieval processes.
- Coordinated event catering services with partners and vendors for successful execution.
- Tracked RSVPs and communicated with personnel for assigned events.
Education
BBA - Business Administration
University of Guelph
Toronto, Ontario, CanadaDiploma - Business Management
Humber College
Toronto, Ontario, CanadaSkills
- Client account management
- Transaction processing
- Financial record keeping
- Compliance monitoring
- Administrative support
- Client relations
- Attention to detail
- Organizational skills
- Time management
- Financial documentation and reporting
- Regulatory compliance and KYC
- Team collaboration
- Effective communication
- Adaptability and flexibility
- Wealth management support
- Investment products (equities, bonds, mutual funds)
- Microsoft Excel & Financial Systems
- Client onboarding
- Workflow efficiency
Certification
Diversity and Inclusion Certificate
References
References available upon request
Timeline
Associate
RBC Wealth Management
2024 - Current
Branch operations assistant
RBC Wealth Management
2021 - 2024
BBA - Business Administration
University of Guelph
Diploma - Business Management
Humber College