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Détails du poste

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.

Ce que vous ferez

The Administrative Assistant provides day-to-day support to advisors by managing calendars, scheduling meetings, and processing documentation. The role also involves handling client inquiries and performing clerical duties to ensure smooth office operations.

Exigences

Candidates should possess strong administrative and clerical skills, proficiency in Microsoft Office, and a client-service mindset. Post-secondary education in business or office administration and experience in financial services are preferred.

Compétences indiquées

• Service à la clientèle · Souhaitée
• Saisie de données · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative Assistance
• Clerical Skills
• Calendar Management
• Documentation Management
• Data Entry
• Record Keeping
• Phone Etiquette
• Executive Administrative Assistance
• Microsoft Office Suite
• Organizational Skills
• Client Service
• Confidentiality

Domaines d’emploi

• Administrative
• Finance & Accounting
• Customer Service & Support