Client-Focused Administrative Pro for Investment Teams

RBC; Burnaby; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading investment firm in Burnaby is seeking an Administrative Assistant to support Investment Advisor teams. The ideal candidate will have strong Microsoft Office skills and excellent client service abilities. Responsibilities include coordinating meetings, responding to client inquiries, and ensuring compliance with industry standards. The role offers competitive compensation between $37,500 and $45,000 with additional incentives.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Development and coaching opportunities

Dynamic and collaborative team environment

Qualifications

• Strong customer service focus and relationship building skills.
• Ability to manage multiple tasks and prioritize effectively.
• Experience in the securities industry is beneficial.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients.
• Provide proactive client service focusing on problem resolution.
• Assist with client onboarding and manage account communications.
• Ensure compliance with internal controls and regulatory requirements.

Skills

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated skills in providing world-class client service

Exceptional verbal and written communication in English

Aptitude to build quality relationships

Education

Completion of the Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Job description

A leading investment firm in Burnaby is seeking an Administrative Assistant to support Investment Advisor teams. The ideal candidate will have strong Microsoft Office skills and excellent client service abilities. Responsibilities include coordinating meetings, responding to client inquiries, and ensuring compliance with industry standards. The role offers competitive compensation between $37,500 and $45,000 with additional incentives.