Administrative Assistant

0000050599 RBC Dominion Securities Inc.; Coquitlam; On-site; CAD 35,000 - 42,000; Full time

Job summary

A leading investment and wealth management firm in Coquitlam seeks an Administrative Assistant to support Investment Advisors. The role requires strong Microsoft Office skills and exceptional client service abilities. You will coordinate meetings, respond to inquiries, and manage client accounts. This position offers competitive salary and benefits, and supports ongoing professional development.

Benefits

Comprehensive Total Rewards Program

Opportunities for professional development

Dynamic and collaborative team environment

Qualifications

• Strong Microsoft Office Suite skills required.
• High level of time management and organization skills essential.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients.
• Provide proactive client service with problem resolution.
• Respond to client inquiries about account transactions.

Skills

Microsoft Office Suite skills

Time management

Client service

Communication in English

Relationship building

Education

Completion of the Canadian Securities Course (CSC)

Knowledge of RBC Dominion Securities’ systems

Job description

Job Description

What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Coquitlam, BC is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisor teams and branch support. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Teams.

Responsibilities:

• Coordinate and prepare meetings for Advisors with their clients / prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for account documentation, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Respond to incoming inquiries from prospective clients to answer questions.

Qualifications: Must-have

• Strong Microsoft Office Suite skills
• 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
• Exceptional verbal and written communication in English
• Aptitude to build quality relationships

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, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and a lasting 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 $35,000 - $42,000 depending on experience, skills, registration status, market conditions, and business needs. You have the potential to earn more through RBC’s discretionary bonus program, which depends on business performance and individual goals.

Our compensation philosophy emphasizes attracting, engaging, and retaining a highly qualified global workforce to:

• Drive RBC’s high-performance culture
• Enable achievement of strategic goals
• Generate sustainable shareholder returns and above-market shareholder value

Additional Job Details

Address: 2950 GLEN DR, COQUITLAM

City: Coquitlam

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-07

Application Deadline: 2025-08-16. Applications will be accepted until 11:59 PM on the day prior to the deadline.

We are committed to inclusion and equal opportunity employment. We foster a workplace based on respect, belonging, and opportunity for all.

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