Administrative Assistant

RBC Dominion Securities; Edmonton; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a resourceful Administrative Assistant to enhance client experiences and support the Advisory team. This role involves managing client accounts, ensuring compliance with regulations, and providing exceptional service. Join a dynamic and collaborative team where your contributions will make a significant impact on clients' financial journeys. With a comprehensive rewards program and a commitment to professional development, this opportunity offers a chance to thrive in a supportive environment focused on mutual success. If you are passionate about client service and eager to grow your career in wealth management, this position is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

Stock Options

World-Class Training Program

Coaching and Development Opportunities

Qualifications

• Strong organizational skills and time management are essential.
• Experience in client service with a warm and professional demeanor.

Responsibilities

• Manage client account administration and maintain existing accounts.
• Assist Advisors with onboarding new clients and preparing meetings.
• Ensure compliance with internal controls and regulatory requirements.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Completion of the Canadian Securities Course (CSC)

Completion of Conduct & Practices Handbook (CPH)

Tools

Business Applications

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Edmonton, AB is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests.
• Maintain existing client accounts and identify opportunities to contact clients. You will be 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.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

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 will come across as professional, warm, and friendly to our clients.

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, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• An 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.

Job Skills

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

Additional Job Details

Address: 1074 103A ST SW:EDMONTON

City: EDMONTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-04

Application Deadline: 2025-05-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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