Administrative Assistant

RBC; British Columbia; On-site; CAD 40,000 - 45,000; Full time

Job summary

A financial services company located in Vernon, BC, is seeking an Administrative Assistant to support its Portfolio Management team. The ideal candidate will excel in communication and organization while handling tasks such as preparing documents and ensuring client satisfaction. Experience in the financial industry and proficiency in Microsoft Office are desirable. This role offers competitive compensation within a dynamic team environment, emphasizing service excellence and professional development.

Benefits

Comprehensive Total Rewards Program

Development coaching and opportunities

Collaborative team environment

Qualifications

• Administrative experience is mandatory.
• Exceptional communication skills are necessary for client interaction.
• High attention to detail ensures accuracy in documentation.

Responsibilities

• Prepare and manage account opening documentation.
• Follow up on documentation with clients and back-office.
• Maintain knowledge of client accounts through daily activity reviews.

Skills

Administrative experience

Exceptional communication skills

High attention to detail

Ability to work under pressure

Experience using Microsoft Office

Exceptional organizational skills

Job description

What is the opportunity?

RBC Dominion Securities branch located in Vernon, BC 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 a focus on providing outstanding client service.

What will you do?

• 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 reviewing incoming mail and answering telephone calls

What do you need to succeed?

Must‑have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Canadian Investment Regulatory Exam, CIRE
• Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

What’s in it for you?

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and management opportunities
• Ability to make a difference and last‑ing impact
• Work in a dynamic, collaborative, progressive, and high‑performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

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.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high‑performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above‑market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address: 2701 HWY 6, Vernon

City: Vernon

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026‑01‑15

Application Deadline: 2026‑02‑02

Inclusion and Equal Opportunity Employment

RBC is committed to an inclusive workplace with diverse perspectives. We maintain a workplace where employees feel supported to perform at their best, collaborate, and grow professionally. RBC strives to deliver this through policies and programs aimed at fostering respect, belonging, and opportunity for all.