Administrative Assistant

Job Description

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 Regina, SK is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Maintain client account records and processes transactions, ensuring compliance with organizational standards and timely resolution of account inquiries.

• Process account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.

• Escalate complex account issues and client requests to appropriate teams or advisors when resolution exceeds defined parameters.

• Identify opportunities to improve sales administration processes and resolve operational challenges using established practices and guidelines.

• Work on routine and may experience non standard operational or support activities and assignments related to sales administration, applying established methods.

• Make decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed.

• Regularly generate ideas to improve sales administration tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice.

• Foster and maintain effective working relationships with colleagues and stakeholders within the broader team.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications/technology

• 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

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Knowledge of RBC Dominion Securities’ systems and procedures

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

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