Branch Operations Assistant

Job summary

The Branch Operations Assistant provides administrative and operational support to branch management, including processing account documentation and managing client communications. They ensure adherence to regulatory requirements while delivering superior service to clients and advisor teams.

Job details

Job Description 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 Management team located in Victoria is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees. What will you do? Executes administrative tasks and provides day to day operations support to branch management. Processes account documentation, incoming and outgoing funds, and compliance related forms, ensuring accuracy and adherence to established procedures and regulatory requirements. Manages incoming communications from clients, advisors, and internal partners, coordinating responses and routing requests to appropriate team members to ensure timely and accurate resolution. Delivers customer service by responding to client inquiries, processing account maintenance requests, and supporting advisor teams with administrative documentation to maintain client satisfaction. Works on routine and may experience non standard operational or support activities and assignments related to operations, applying established methods. Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed. Regularly generates ideas to improve operations tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice. Fosters and maintains effective working relationships with colleagues and stakeholders within the broader team. What do you need to succeed? Must-have Demonstrates a positive, approachable demeanor that contributes to an uplifting and welcoming work environment Ability to complete duties independently seeking out own answers and solutions Attention to detail and excellent time management skills Exceptional written and verbal communication skills Strong Microsoft Office skills A professional approach to all situations Nice-to-have Canadian Investment Regulatory Exam, CIRE Knowledge of RBC Dominion Securities’ systems and procedures, an asset Experience in the banking and/or securities industry is an asset 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 contribute to an inclusive and collaborative workplace environment Work in a dynamic, progressive, and high-performing team A world-class training program in financial services The expected base salary range for this particular position is $47,000 - $62,000 -- 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 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: 730 VIEW ST:VICTORIA City: Victoria 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: 2026-11-21 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

The Branch Operations Assistant provides administrative and operational support to branch management, including processing account documentation and managing client communications. They ensure adherence to regulatory requirements while delivering superior service to clients and advisor teams.

Requirements

Candidates should possess strong Microsoft Office skills, excellent time management, and the ability to work independently. A professional demeanor and exceptional communication skills are required, while experience in the banking or securities industry is considered an asset.

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• Stock options
• Coaching and development opportunities
• Training program

Listed skills

• Account Management · Preferred
• Decision Making · Preferred
• Administrative Support · Preferred
• Time management · Preferred
• Communication Skills · Preferred
• Microsoft Office · Preferred
• Compliance · Preferred
• Documentation · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Customer success
• Decision making
• Financial regulation
• Group problem solving
• Interpersonal relationships
• Investment risk management
• Administrative support
• Time management
• Communication skills
• Microsoft Office
• Compliance
• Documentation
• Operational support
• Communication
• Management
• Operations
• Coordinating
• Problem Solving
• Decision Making
• Innovation
• Investments
• Detail Oriented
• Financial Services
• Coaching
• Customer Service
• Customer Success Management
• Time Management
• Creativity
• Account Management
• Administrative Functions
• Wealth Management
• Verbal Communication Skills
• Financial Institution
• Workplace Inclusivity
• Securities (Finance)
• Creating Shareholder Value
• Financial Risk
• Financial Regulations

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Branch Operations Assistant
• Scheduler / Operations Coordinator
• Stock Clerks
• Production, Planning, and Expediting Clerks

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