Administrative Assistant

Royal Bank of Canada; Vernon; On-site; CAD 38,000 - 45,000; Full time

Benefits offered by this job

Competitive benefits

Total Rewards

Career development

Team environment

Discretionary incentive up to 0.5x

Job summary

RBC Dominion Securities Vernon is seeking an Administrative Assistant to provide administrative support to a Portfolio Management/advisory team. The role emphasizes client service, documentation, and coordination of trades.

The successful candidate will have admin experience in finance/wealth management, strong communication, and excellent organizational skills. Apply by the posted deadline.

Qualifications

• CIRE exam completed or willingness to complete within 12 months.
• Administrative experience preferably in Wealth Management or Finance.
• Exceptional communication skills.
• High attention to detail.
• Ability to work under pressure meeting strict deadlines.
• Experience using Microsoft Office.
• Exceptional organizational skills.

Responsibilities

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls

Tools

Microsoft Office

Excel

Job description

What is the opportunity?

The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls

What do you need to succeed?

Must-have

• Completion of the CIRE exam (or willingness to complete within 12 months)
• Administrative experience preferably in Wealth Management or Finance
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have

• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience
• Proficiency in Excel

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 include 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 building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary .

Job Skills

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

Additional Job Details

• Address: 2701 HWY 6:VERNON City:
• Vernon Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-11-02
• Application Deadline: 2026-11-20 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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