Experienced Administrative Associate

Job summary

Manage client documentation and records, prepare and process forms and invoices, coordinate account-related administrative tasks, and respond to client inquiries. Schedule meetings and support advisors with presentations, reports, and follow-up communications while coordinating with internal partners on compliance and office operations.

Job details

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, focused on earning the right to be clients’ first choice for wealth management services. For more than a century, the firm has supported individuals, families, businesses, charitable foundations, and other organizations in building and preserving wealth through sound financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and support to help them grow and scale their practices. The organization is committed to delivering unparalleled wealth management solutions while continually investing in its people and capabilities. This strong, client-centered culture provides employees with opportunities to contribute to meaningful, long-term financial outcomes. Role Description This full-time, on-site Administrative Associate role is based in the downtown Vancouver and supports the day-to-day operations of a discretionary wealth management advisory team. The Administrative Associate is responsible for managing client documentation, maintaining accurate records, preparing and processing forms and invoices, and coordinating account-related administrative tasks. The role includes responding to client inquiries, scheduling and confirming meetings, and supporting advisors with presentations, reports, and follow-up communications. The Administrative Associate also collaborates with internal partners to ensure compliance with firm policies and industry regulations, while contributing to a professional and efficient office environment. Qualifications Strong administrative skills with experience in Administrative Processes, including document management, data entry, and workflow coordination. Excellent Communication abilities, including clear written and verbal communication and professional client interaction. Demonstrated Client Service skills, with a focus on internal/external partners & clients, responsiveness, and relationship-building. Proficiency with office productivity software (e.g., Microsoft Office Suite) and ability to learn firm-specific systems. Strong organizational and time-management skills, with attention to detail and the ability to prioritize multiple tasks. Experience in financial services, wealth management, or a related industry is an asset. Post-secondary education in business, finance, administration, or a related field, or equivalent combination of education and experience.

What you’ll do

Manage client documentation and records, prepare and process forms and invoices, coordinate account-related administrative tasks, and respond to client inquiries. Schedule meetings and support advisors with presentations, reports, and follow-up communications while coordinating with internal partners on compliance and office operations.

Requirements

Requires strong administrative, communication, client service, organizational, and time-management skills, along with proficiency in office productivity software and the ability to learn firm-specific systems. Experience in financial services or wealth management is an asset; post-secondary education in business, finance, administration, or a related field, or equivalent experience, is indicated.

Listed skills

• Data entry · Preferred
• written communication · Preferred
• Customer service · Preferred
• Relationship Building · Preferred
• Microsoft Office · Preferred
• Organization · Preferred
• Time management · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Processes
• Document Management
• Data Entry
• Workflow Coordination
• Written Communication
• Verbal Communication
• Client Service
• Relationship-Building
• Microsoft Office
• Organization
• Time Management
• Attention to Detail
• Task Prioritization
• Financial Services Administration
• Compliance Coordination
• Meeting Scheduling

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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