RBC Dominion Securities
wealth management
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at RBC Dominion Securities. Skills: client service, time management, organization skills, communication. Coordinate and prepare meetings for Advisors with their clients/prospects.. Provide proactive client service with a focus on problem resolution and attention to details.”
What You'll Achieve.
help our clients achieve their financial goals; help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Industry & Context.
problem resolution
What They're Looking For.
Must Have
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) or IR licensed, Knowledge of RBC Dominion Securities’ systems and procedures, Experience in the securities industry is an asset
What You'll 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
Respond to client inquiries (account transactions
requests account documentation
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
How You'll Work.
Team & Collaboration
Liaise with various departments for execution, where necessary.; Help manage incoming communications from clients, Advisors and other internal and external partners.; Work in a dynamic, collaborative, progressive and high-performing team
Communication Scope
Exceptional verbal and written communication in English
Full Job Description
**_Job Description_** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Kerrisdale, Vancouver BC, 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. What do 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 C
Applying for this Administrative Assistant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about RBC Dominion Securities?
Real rants from real employees. Read before you apply.