Wealth Management Admin Assistant - Client Services

RBC Dominion Securities; West Vancouver; On-site; CAD 40,000 - 45,000; Full time

Job summary

RBC Dominion Securities in West Vancouver is seeking an Administrative Assistant to support a Portfolio Management/advisory Team with client service and admin duties.

You will handle account paperwork, client communications, and daily scheduling, helping deepen relationships and ensuring smooth operations for the Advisor Team. The role emphasizes service excellence and organized, proactive administrative support.

Qualifications

• 1-2 years of banking/finance administrative support experience.
• Strong Microsoft Office Suite skills (Outlook, Word, Excel).
• Excellent time management and organizational abilities.
• Demonstrated ability to provide world-class client service with warmth.
• Exceptional verbal and written communication skills.

Responsibilities

• Prepare account opening documentation and follow up as needed.
• Track client trades to ensure proper settlement and delivery.
• Maintain client accounts and review daily activity in systems.
• Schedule portfolio reviews and prepare client materials and reports.
• Use the CRM for daily tasks and client record-keeping.
• Assist with mailings, seminars, newsletters and information packs.
• Handle incoming mail and telephone inquiries; perform other admin duties.

Skills

MS Office

Time management

Client service

Verbal communication

Written communication

Job description

RBC Dominion Securities in West Vancouver is seeking an Administrative Assistant to support a Portfolio Management/advisory Team with client service and admin duties.

You will handle account paperwork, client communications, and daily scheduling, helping deepen relationships and ensuring smooth operations for the Advisor Team. The role emphasizes service excellence and organized, proactive administrative support.