Administrative Assistant

Job summary

Prepare and manage account-opening documents, client correspondence, review materials, and records, while following up on documentation, trades, and plan transfers to ensure timely settlement. Support the advisory team with client service, portfolio review scheduling, mailings, telephone calls, and other administrative tasks.

Job details

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 Burnaby (Metrotown) is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best. What will you do? Prepare account opening documentation Follow up on documentation with clients or back office as required Follow up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports Maintain all pending plan transfers to ensure proper settlement and delivery Schedule portfolio reviews Prepare client review materials, correspondence and reports Utilize contact management system for daily task management and client record-keeping Assist 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 experience Exceptional communication skills High attention to detail Ability to work under pressure meeting strict deadlines Minimum 1-2 years of banking experience preferred Experience using Microsoft Office Exceptional organizational skills Nice-to-have Canadian Investment Regulatory Exam, CIRE is an asset Financial industry knowledge Minimum 1-2 years Investment Industry experience Proficiency 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 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 A world-class training program in financial services Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs. The expected base salary range for this position is $40,000 - $48,000. This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x 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 Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 4720 KINGSWAY, TH 12:BURNABY City: Burnaby Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-02 Application Deadline: 2026-10-18 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

Prepare and manage account-opening documents, client correspondence, review materials, and records, while following up on documentation, trades, and plan transfers to ensure timely settlement. Support the advisory team with client service, portfolio review scheduling, mailings, telephone calls, and other administrative tasks.

Requirements

Requires administrative experience, strong communication and organizational skills, attention to detail, and the ability to meet strict deadlines under pressure. The posting prefers 1–2 years of banking experience and familiarity with Microsoft Office; investment industry experience, Excel proficiency, and the Canadian Investment Regulatory Exam are assets.

Benefits

• Bonuses
• Flexible Benefits
• Competitive Compensation
• Commissions
• Stock
• Coaching and Development Opportunities
• Training Program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Account Management · Preferred
• Microsoft Excel · Preferred
• Decision Making · Preferred
• Communication · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Communication
• Attention To Detail
• Organization
• Time Management
• Microsoft Office
• Excel
• Client Service
• Account Management
• Investment Industry Knowledge
• Financial Regulation
• Decision-Making
• Problem-Solving
• Interpersonal Relationships
• Client Record-Keeping
• Trade Settlement

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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