Administrative Assistant

RBC; Montreal; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Administrative Assistant to join their dynamic advisory team. In this role, you will provide exceptional client service and manage various administrative tasks related to client accounts. Your bilingual skills in English and French will be essential as you interact with a diverse clientele and internal partners. This position offers the opportunity to work in a collaborative environment, where you will contribute to the growth of the business and support the Investment Advisors in delivering top-notch wealth management services. Join a forward-thinking company that values your development and offers a comprehensive rewards program to help you thrive.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Stock options

World-class training program

Qualifications

• Strong knowledge of Microsoft 365 apps and client service skills.
• Bilingualism in English and French is required for this role.

Responsibilities

• Handle incoming calls and emails from clients and partners professionally.
• Support Investment Advisors with administrative duties and client reviews.

Skills

Microsoft 365 apps

Client service skills

Bilingualism (English and French)

Time management

Attention to detail

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?
Must-have

• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or obligation to successfully complete both courses within 12 months of start date
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Minimum of 2 years of experience in the securities industry or financial services sector

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, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• A world-class training program in financial services

Job Skills

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: MONTRÉAL

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: 2025-04-10

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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About the company

Royal Bank of Canada (RBC), is a diversified financial services company. The Company provides personal and commercial banking, wealth management services, insurance, investor services and capital markets products and services on a global basis.