Administrative Assistant
2 weeks ago
**Job Summary**
**What is the opportunity?**:
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in Abbotsford, BC, is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate, providing dedicated support in administrative, investment & money management activities for a high performing Advisory team.
**What will you do?**
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
- Assist the Advisor team with client onboarding.
- 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.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
- Follow up on client trades to ensure proper settlement and delivery.
- Other ad hoc and administrative responsibilities as needed.
**What do you need to succeed?**
- Successful completion of CSC/CPH
- Exceptional client service skills and experience
- Administrative experience preferably from another firm
**Nice-to-have**
- Knowledge around Dominion Securities systems an asset
- Undergraduate degree
- Past experience with PIM trading execution
**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
The expected base salary range for this position is $37,500 - $45,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
**Job Skills**
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
**Additional Job Details**
**Address**:
2001 MCCALLUM RD:ABBOTSFORD
**City**:
ABBOTSFORD
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-04-15
**Application Deadline**:
2025-05-03
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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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