Administrative Assistant

RBC Dominion Securities; Lethbridge; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established wealth management firm is seeking a proactive Administrative Assistant to enhance client experiences and support advisory teams. In this dynamic role, you will manage client accounts, ensuring accuracy and compliance while providing world-class service to high net-worth clients. This position offers the opportunity to thrive in a collaborative environment, where your organizational skills will be key to the team's success. Join a supportive and progressive team dedicated to making a lasting impact on clients' financial journeys. Your contributions will help shape the future of wealth management and foster strong client relationships.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

Stock Options

World-Class Training Program

Coaching and Development Opportunities

Qualifications

• Strong skills in client service and attention to detail are essential.
• Experience with business applications and technology is required.

Responsibilities

• Manage client account administration and ensure compliance.
• Provide exceptional service and support to clients and advisors.

Skills

Client Service Skills

Attention to Detail

Time Management

Organizational Skills

Verbal Communication

Written Communication

Team Collaboration

Education

Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Tools

Business Applications

Job description

Job Summary

Job Description

What is the opportunity?

A well-established Wealth Management team in Lethbridge is looking for a proactive, task-oriented and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

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.

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

What will you do?

1. Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests.
2. 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.
3. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
4. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
5. Leverage your passion for organizing, coordinating and preparing meetings for Advisors with their clients/prospects.
6. Participate in team marketing efforts.

What do you need to succeed?

Must-have

1. Strong skills working with various business applications/technology.
2. Thrive in a team working-environment.
3. Strong attention to detail.
4. Time management and organization skills.
5. Demonstrate skills in providing world-class client service that will come across as professional, warm and friendly to our high net-worth clients.
6. Exceptional verbal and written communication in English.

Nice-to-have

1. Familiarity in the financial sector.
2. Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
3. Knowledge of RBC Dominion Securities’ systems and procedures.
4. Experience in the securities industry and in the regulatory requirements would be 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. 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:

1. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
2. Leaders who support your development through coaching and managing opportunities.
3. An opportunity to make a difference and have a lasting impact on the lives of others.
4. The chance to work in a dynamic, collaborative, progressive, and high-performing team.
5. A world-class training program in Wealth Management.

Job Skills

Additional Job Details

Address: 204 1 AVE S:LETHBRIDGE

City: LETHBRIDGE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-02

Application Deadline: 2025-05-09

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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