Client-Focused Admin Assistant – Wealth Management

RBC Dominion Securities; Vancouver; On-site; CAD 38,000 - 47,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Dynamic team

World-class training

Job summary

RBC Dominion Securities in Vancouver, BC seeks an Administrative Assistant to support a high-performing Advisory Team and deepen client relationships through proactive service. You will coordinate meetings, handle client inquiries, and onboarding while ensuring accurate documentation and timely communications. This role offers a comprehensive rewards program, coaching and development, and a dynamic team culture.

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization.
• Demonstrated skills in providing world-class client service that is professional, warm and friendly.
• Exceptional verbal and written communication in English.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients/prospects.
• Provide proactive client service with problem resolution and detail orientation; liaise with departments as needed.
• Respond to client inquiries (account transactions, requests, documentation, reporting).
• Assist the Advisor team with client onboarding.
• Help manage communications from clients, Advisors and partners.
• Maintain and update client accounts and records in systems.

Skills

Microsoft Office Suite

Time management

Client service

Clear communication (English)

Job description

RBC Dominion Securities in Vancouver, BC seeks an Administrative Assistant to support a high-performing Advisory Team and deepen client relationships through proactive service. You will coordinate meetings, handle client inquiries, and onboarding while ensuring accurate documentation and timely communications. This role offers a comprehensive rewards program, coaching and development, and a dynamic team culture.