Administrative Assistant

RBC; Brossard; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an Administrative Assistant to join a dynamic advisory team in wealth management. This role involves providing exceptional service and managing administrative duties for client accounts. You will thrive in a collaborative environment, assisting Investment Advisors and ensuring client satisfaction. With opportunities for professional growth and comprehensive rewards, this position is perfect for those looking to make a difference in a supportive culture. Join a team that values diversity and fosters innovation while helping clients achieve their financial goals.

Benefits

Comprehensive rewards program

Supportive leadership

World-class training

Collaborative team environment

Qualifications

• Strong knowledge of Microsoft 365 and client service skills.
• Bilingual in English and French, with attention to detail.

Responsibilities

• Provide professional service via phone and email to clients.
• Assist Investment Advisors with administrative tasks.
• Gather information and documentation from clients.

Skills

Microsoft 365 (Word, Excel, PowerPoint, Outlook)

Client Service Skills

Bilingual (English and French)

Attention to Detail

Time Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is seeking an Administrative Assistant to join a dynamic advisory team specializing in wealth management services for a sophisticated clientele. You will help grow the business by providing exceptional service, managing administrative duties related to client accounts, and responding to client inquiries.

What will you do?

1. Provide professional and prompt service via phone and email to clients, advisors, and partners.
2. Assist Investment Advisors with administrative tasks for client accounts.
3. Help prepare client reviews and presentations.
4. Gather information and documentation from clients to open and update accounts.
5. Follow up on client trades to ensure proper settlement and delivery.
6. Monitor pending transfers for timely completion.

What do you need to succeed?

Must-have

• Strong knowledge of Microsoft 365 (Word, Excel, PowerPoint, Outlook).
• Meticulous attention to detail and excellent time management skills.
• Excellent client service skills, maintaining professionalism, warmth, and friendliness.
• Bilingual in English and French, serving clients and partners across Canada.
• Ability to work effectively in a team.

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete within 12 months.
• Knowledge of RBC Dominion Securities’ systems and procedures.
• At least 2 years of experience in securities or financial services.

What’s in it for you?

Join us to thrive on challenges, grow professionally, and make a difference. We offer a comprehensive rewards program, supportive leadership, impactful work, a collaborative team environment, and world-class training.

Job Skills

Additional Job Details

Address: 2000 RUE DE L'ÉCLIPSE, BROSSARD

City: BROSSARD

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-05

Application Deadline: 2025-06-02

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion, believing it is essential for our growth. We are committed to fostering a respectful, supportive workplace where all employees can thrive, collaborate, and innovate. We promote policies that ensure respect, belonging, and opportunity for everyone.

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