Administrative Assistant

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Abbotsford is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

You will provide quality client service, administrative support, and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls
• All other administrative duties as required

• 1-2 years of experience in a banking/finance supporting role
• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

The expected base salary range for this position is $40,000 - $45,000. This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

Account Management, Client Service, Collaboration, Critical Thinking, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Proactive Behavior, Time Management, Wealth Management