Administrative Assistant

RBC; Calgary; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading investment and wealth-management firm in Calgary is seeking an empathetic and collaborative Administrative Assistant. You will support the Advisory team and enhance client experience by managing client accounts and providing world-class service. Ideal candidates have strong organizational skills and effective communication abilities. This role offers competitive compensation and comprehensive benefits.

Benefits

Comprehensive Total Rewards Program

Opportunities for development and coaching

Dynamic and collaborative team environment

World-class training program in financial services

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.
• Demonstrated skills in providing professional, warm, and friendly client service.
• Exceptional verbal and written communication.

Responsibilities

• Impact client experience through account administration.
• Maintain existing client accounts and manage timelines.
• Ensure client files are accurate and compliant.
• Respond to client inquiries efficiently.
• Assist in welcoming and onboarding new clients.
• Prepare meetings for Advisors with clients.
• Provide proactive client service.

Skills

Working with various business applications/technology

Time management

Providing world-class client service

Verbal communication

Written communication

Education

Completion of the Canadian Securities Course

Knowledge of RBC systems and procedures

Job description

RBC Dominion Securities is a leading relationship‑focused investment and wealth‑management firm that consistently ranks #1 in Canada. Our Calgary branch seeks a resourceful, empathetic and collaborative Administrative Assistant to support our Advisory team and enhance client experience.

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. Responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.
• Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.

Qualifications

• 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 comes across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication
• 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

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and management opportunities
• 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

Equal Opportunity Employment

At RBC, we are an equal‑opportunity employer. We celebrate diversity and inclusion across all aspects of our organization.