Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in White Rock is looking for an Administrative Assistant to provide administrative support to a successful Advisor Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

Prepare account opening documentationFollow up on documentation with clients or back office as requiredFollow up on client trades to ensure proper settlement and deliveryMaintain current knowledge of client accounts by reviewing daily activity online and on an applicable reportsMaintain all pending plan transfers to ensure proper settlement and deliverySchedule portfolio reviewsPrepare client review materials, correspondence and reportsUtilize contact management system for daily task management and client record-keepingAssist in filing and preparing mailings such as seminars, newsletters and information packages.Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

Administrative experienceExceptional communication skillsHigh attention to detailAbility to work under pressure meeting strict deadlinesExperience using Microsoft OfficeExceptional organizational skills

Nice-to-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an assetFinancial industry knowledgeMinimum 1-2 years Investment Industry experienceProficiency in Excel

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services

The expected base salary range for this particular position is $37,500 - $45,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Deadline Management, Decision Making, Detail-Oriented, Documentations, Industry Knowledge, Interpersonal Relationships, Office Administration, Organizing, Relationship Building, Teamwork, Wealth Management

Additional Job Details

Address:

2626 CROYDON DR:SURREY

City:

SURREY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-30

Application Deadline:

2025-02-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.