Administrative Assistant
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.
PositionThe Toronto, ON branch is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. As an integral part of the advisory team, you will provide ongoing, exceptional service and support to our clients and advisors, ensuring smooth operations and a superior client experience.
Responsibilities- Impact client experience through execution of client account administration, including account opening, maintenance and efficient resolution of client requests.
- Maintain existing client accounts and identify opportunities to contact clients. Manage timelines and key dates for accounts to ensure clients feel supported.
- Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and documentation are accurate, up‑to‑date and compliant.
- Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, documentation, reporting, etc.).
- Assist the advisor team in welcoming and onboarding new clients.
- Coordinate and prepare meetings for advisors with clients/prospects.
- Provide proactive client service by applying superior problem‑resolution skills.
- Effectively manage incoming communications from clients, advisors and other internal and external partners.
- Update the team's communication channels, including websites, Linked In, Facebook, brochures, newsletters.
- Strong skills working with various business applications/technology.
- High level of time management and organization skills.
- Demonstrated skills in providing world‑class client service that appears professional, warm and friendly.
- Canadian Investment Regulatory Exam, CIRE.
- Knowledge of RBC Dominion Securities’ systems and procedures.
- Experience in the securities industry.
- 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 lasting impact.
- Work in a dynamic, collaborative, progressive, and high‑performing team.
- A world‑class training program in financial services.
- Customer Service
- Data Entry
- Data Gathering Analysis
- Desktop Tools
- Group Problem Solving
- Interpersonal Relationships
- Knowledge Organization
- Teamwork
- Time Management
- Word Processing Software
- Address: 2345 Yonge St, Toronto, Canada
- Work hours per week: 37.5
- Employment type:
Full time - Work platform: WEALTH MANAGEMENT
- Job type:
Regular - Pay type:
Salaried - Final date to receive applications: :59 PM
- Pay range: $35,000.00 - $47,000.00 (variable incentive up to 0.5x)
At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. RBC strives to deliver policies and programs that foster a workplace based on respect, belonging and opportunity for all.
EEO StatementRBC urges all individuals to apply. The position will be evaluated based on qualification, merit and business need. We celebrate diverse backgrounds.
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