Administrative Assistant

RBC Dominion Securities; Surrey; On-site; CAD 37,000 - 45,000; Full time

Job summary

An established industry player is seeking a dedicated Administrative Assistant to support a successful Advisor Team. This role involves preparing account documents, monitoring trades, and ensuring exceptional client service. The ideal candidate will thrive in a fast-paced environment, showcasing strong organizational skills and attention to detail. With a commitment to professional growth, this opportunity offers comprehensive rewards, including competitive pay and bonuses. Join a dynamic team where your contributions make a meaningful impact in the financial services sector.

Benefits

Comprehensive rewards including bonuses

Leadership support for development

World-class training in financial services

Dynamic team environment

Qualifications

• Proven administrative experience with a focus on client service.
• Strong communication and organizational skills are essential.
• Knowledge of the financial industry is a plus.

Responsibilities

• Prepare account opening documents and follow up with clients.
• Monitor client trades and manage pending plan transfers.
• Schedule portfolio reviews and assist with administrative tasks.

Skills

Administrative experience

Exceptional communication skills

High attention to detail

Ability to work under pressure

Proficiency in Microsoft Office

Strong organizational skills

Deadline Management

Teamwork

Wealth Management

Education

Completion of Canadian Securities Course (CSC)

1-2 years of Investment Industry experience

Tools

Microsoft Office

Job description

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in White Rock is seeking an Administrative Assistant to support a successful Advisor Team. The ideal candidate will have administrative experience, excellent communication skills, and a commitment to outstanding client service.

What will you do?

• Prepare account opening documents
• Follow up with clients or back office on documentation
• Monitor client trades for proper settlement and delivery
• Review daily account activity online and via reports to maintain current knowledge
• Manage pending plan transfers for proper settlement and delivery
• Schedule and prepare for portfolio reviews
• Prepare client review materials, correspondence, and reports
• Use contact management systems for task management and record-keeping
• Assist with filing and mailings such as seminars, newsletters, and info packages
• Perform administrative tasks including mail review and answering calls

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office
• Strong organizational skills

Nice-to-have

• Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of the financial industry
• 1-2 years of Investment Industry experience
• Excel proficiency

What’s in it for you?

We thrive on challenges, growth, and collaboration to deliver trusted advice that helps clients and communities prosper. We value support, potential, making a difference, and success.

• Comprehensive rewards including bonuses, benefits, competitive pay, commissions, and stock options
• Leadership support for development through coaching and opportunities
• Meaningful impact and a dynamic team environment
• World-class training in financial services

Compensation will be based on experience, skills, registration, performance, market conditions, and business needs. The base salary range is $37,500 - $45,000, with potential for discretionary incentives up to 0.5x salary.

Job Skills

Communication, Deadline Management, Decision Making, Attention to Detail, Documentation, Industry Knowledge, Interpersonal Skills, Office Administration, Organization, Relationship Building, Teamwork, Wealth Management

Additional Job Details

Address: 2626 CROYDON DR, SURREY

City: SURREY

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-01-30

Application Deadline: 2025-05-17

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

Inclusion and Equal Opportunity Employment: RBC promotes an inclusive workplace supporting diversity, respect, and opportunity for all.

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