Administrative Assistant

0000050599 RBC Dominion Securities Inc.; Waterloo; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services firm located in Waterloo is seeking an Administrative Assistant to support their Advisory Team. The role involves providing exceptional client service, coordinating meetings, and assisting with client onboarding. Candidates should possess strong Microsoft Office skills and demonstrate excellent time management. This position offers competitive compensation and opportunities for professional development in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class training program

Qualifications

• Strong Microsoft Office skills required.
• High level of time management and organization.
• Exceptional verbal and written communication in English.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients.
• Provide proactive client service and problem resolution.
• Respond to client inquiries and assist with onboarding.

Skills

Microsoft Office Suite

Time management

Client service skills

Communication skills

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. What will you do?

• 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.

Qualifications

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. 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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