Administrative Assistant
About the role
Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving wealth through thoughtful financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and ongoing support to help them scale and serve clients effectively. The firm’s commitment to innovation, client service, and advisor enablement underpins its strong reputation and long-term success. Role Description The Administrative Assistant is a full-time, on-site role based in Vancouver, BC. This position supports advisors and team members with day-to-day administrative tasks, including managing calendars, scheduling meetings, preparing and processing documentation, and maintaining accurate records. The role involves handling incoming calls and client inquiries, directing communications appropriately, and ensuring a professional and courteous experience. The Administrative Assistant will also perform clerical duties such as data entry, filing, correspondence preparation, and document organization, while coordinating with internal departments to support smooth office operations. Attention to detail, confidentiality, and a strong client-service mindset are essential in this role.
Qualifications
Strong Administrative Assistance and Clerical Skills, including scheduling, documentation management, data entry, and record keeping. Professional Phone Etiquette and Communication skills, with the ability to handle client inquiries and internal correspondence clearly and courteously. Experience providing Executive Administrative Assistance, such as calendar coordination, meeting preparation, and support for senior team members. Proficiency with office software (e.g., Microsoft Office Suite), and comfort learning new systems and tools. Excellent organizational skills, attention to detail, and ability to manage multiple tasks and priorities in a fast-paced environment. Strong client-service orientation and ability to work collaboratively within a team while maintaining confidentiality. Previous experience in financial services, wealth management, or a professional office environment is an asset. Post-secondary education or equivalent experience in business administration, office administration, or a related field is preferred.
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Similar Jobs
Administrative Assistant
About the role
Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving wealth through thoughtful financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and ongoing support to help them scale and serve clients effectively. The firm’s commitment to innovation, client service, and advisor enablement underpins its strong reputation and long-term success. Role Description The Administrative Assistant is a full-time, on-site role based in Vancouver, BC. This position supports advisors and team members with day-to-day administrative tasks, including managing calendars, scheduling meetings, preparing and processing documentation, and maintaining accurate records. The role involves handling incoming calls and client inquiries, directing communications appropriately, and ensuring a professional and courteous experience. The Administrative Assistant will also perform clerical duties such as data entry, filing, correspondence preparation, and document organization, while coordinating with internal departments to support smooth office operations. Attention to detail, confidentiality, and a strong client-service mindset are essential in this role.
Qualifications
Strong Administrative Assistance and Clerical Skills, including scheduling, documentation management, data entry, and record keeping. Professional Phone Etiquette and Communication skills, with the ability to handle client inquiries and internal correspondence clearly and courteously. Experience providing Executive Administrative Assistance, such as calendar coordination, meeting preparation, and support for senior team members. Proficiency with office software (e.g., Microsoft Office Suite), and comfort learning new systems and tools. Excellent organizational skills, attention to detail, and ability to manage multiple tasks and priorities in a fast-paced environment. Strong client-service orientation and ability to work collaboratively within a team while maintaining confidentiality. Previous experience in financial services, wealth management, or a professional office environment is an asset. Post-secondary education or equivalent experience in business administration, office administration, or a related field is preferred.
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.