Administrative Assistant

RBC; Vernon; On-site; CAD 38,000 - 45,000; Full time

Job summary

RBC Dominion Securities in Vernon, BC seeks an Administrative Assistant to support a Portfolio Management/advisory team with strong client service focus.

The role involves preparing account opening docs, following up with clients and back office, and coordinating client reviews while maintaining accurate records in the CRM. Proficiency with Microsoft Office and detail-oriented multitasking are essential.

Qualifications

• 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.
• Financial industry knowledge (nice-to-have).
• 1–2 years Investment Industry experience (nice-to-have).
• Proficiency in Excel (nice-to-have).

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.

Skills

Exceptional communication skills

High attention to detail

Ability to work under pressure

Microsoft Office proficiency

Exceptional organizational skills

Education

CIRE exam completion or willingness

Tools

Microsoft Excel

Job description

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 an 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.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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

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.