Administrative Assistant

Royal Bank of Canada>; Coquitlam; On-site; CAD 35,000 - 42,000; Full time

Job summary

A leading investment and wealth management firm in Coquitlam is looking for an Administrative Assistant to support multiple Investment Advisors. The role involves coordinating client meetings, providing exceptional client service, and maintaining accurate documentation. Ideal candidates will have strong Microsoft Office skills and exceptional communication abilities. This is a full-time position with a competitive salary range of $35,000 to $42,000 and additional bonus opportunities.

Benefits

Comprehensive Total Rewards Program

Professional development opportunities

Collaborative and high-performing team environment

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Demonstrated skills in providing world-class client service that is professional, warm, and friendly.
• Exceptional verbal and written communication in English.
• Ability to build quality relationships.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients.
• Provide proactive client service focused on problem resolution.
• Respond to client inquiries about account transactions.
• Assist the Advisor team with client onboarding.
• Manage incoming communications from clients and other partners.
• Maintain client accounts and manage timelines.
• Ensure compliance with internal controls and regulatory requirements.
• Respond to inquiries from prospective clients.

Skills

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated skills in providing world-class client service

Exceptional verbal and written communication in English

Aptitude to build quality relationships

Education

Completion of the Canadian Securities Course (CSC)

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.

What will you do?

1. Coordinate and prepare meetings for Advisors with their clients / prospects.
2. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
3. Respond to client inquiries (account transactions, requests for account documentation, account reporting, etc.).
4. Assist the Advisor team with client onboarding.
5. Help manage incoming communications from clients, Advisors, and other internal and external partners.
6. Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
7. 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.
8. Respond to incoming inquiries from prospective clients to answer questions.

What do you need to succeed?

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 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 offers opportunities to increase your total compensation based on performance.

RBC’s compensation philosophy emphasizes attracting, engaging, and retaining top talent that:

• Drives RBC’s high-performance culture
• Enables achievement of strategic goals
• Generates sustainable shareholder returns and above-market shareholder value

Job Skills

Customer Service, Data Entry, Data Gathering & Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

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

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

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We foster a respectful environment where employees can perform at their best, collaborate effectively, and innovate. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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