Administrative Assistant

RBC Dominion Securities; Waterloo; On-site; CAD 40,000 - 55,000; Full time

Job summary

A financial services firm in Waterloo is seeking an Administrative Assistant to support the Advisory Team. This role involves coordinating client meetings, responding to inquiries, and ensuring compliance in client documentation. Candidates must have strong Microsoft Office skills, a knack for client service, and excellent communication abilities. Competitive benefits and a dynamic work environment are offered.

Benefits

Comprehensive Total Rewards Program

Career development support

Dynamic and collaborative work environment

World-class training program in financial services

Qualifications

• Demonstrated skills in providing world-class client service.
• Exceptional verbal and written communication in English.

Responsibilities

• Coordinate and prepare meetings for Advisors.
• Respond to client inquiries regarding account transactions.
• Assist the Advisor team with client onboarding.
• Maintain accurate and compliant client files.

Skills

Strong Microsoft Office Suite skills

Time management

Client service skills

Verbal and written communication in English

Education

Completion of the Canadian Securities Course (CSC)

Knowledge of RBC Dominion Securities’ systems

Job description

Overview

The RBC Dominion Securities branch located in Waterloo is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

What you need to succeed

Must-have

• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication in English

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

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 Details

• Address: 95 KING ST S: WATERLOO
• City: Waterloo
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-09-15
• Application Deadline: 2025-09-29

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.