Administrative Assistant

Résumé du poste

The Administrative Assistant will provide comprehensive support to the Advisory Team by coordinating meetings, managing client inquiries, and maintaining accurate account documentation. They will also assist with client onboarding and update team communication channels to ensure consistent and professional client service.

Détails du poste

Job Description What is the opportunity? The RBC Dominion Securities branch located in Edmonton, AB is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do? Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.). Assist the Advisor team with client onboarding. Help manage incoming communications from clients, Advisors and other internal and external partners. Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems. Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Must-have Strong Microsoft Office Suite skills High level of time management and organization skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Nice-to-have Completion of the CIRE exam or CFA Level 1 Knowledge of RBC Dominion Securities’ systems and procedures Experience in the 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 lasting impact Work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 1074 103A ST SW:EDMONTON City: Edmonton Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-12 Application Deadline: 2026-09-30 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.

Ce que vous ferez

The Administrative Assistant will provide comprehensive support to the Advisory Team by coordinating meetings, managing client inquiries, and maintaining accurate account documentation. They will also assist with client onboarding and update team communication channels to ensure consistent and professional client service.

Exigences

Candidates must possess strong Microsoft Office Suite skills, excellent time management, and a proven ability to provide world-class client service. While not mandatory, experience in the securities industry and completion of the CIRE exam or CFA Level 1 are considered assets.

Avantages

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options • Training program

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Organization skills · Souhaitée
• Account Management · Souhaitée
• Decision Making · Souhaitée
• Documentation · Souhaitée
• Communication · Souhaitée
• Microsoft Office Suite · Souhaitée
• Onboarding · Souhaitée

Autres compétences pertinentes

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

• Account management
• Customer success
• Decision making
• Financial regulation
• Group problem solving
• Interpersonal relationships
• Investment risk management
• Microsoft Office Suite
• Time management
• Organization skills
• Client service
• Problem resolution
• Documentation
• Communication
• Onboarding
• Administrative Support
• Workplace Inclusivity
• Customer Success Management
• Communication Channels
• Organizational Skills
• Sales Prospecting
• Newsletters
• Client Onboarding
• Account Management
• Brochures
• Internal Controls
• Management
• Chartered Financial Analyst
• Decision Making
• Financial Services
• Financial Regulations
• Financial Risk
• Innovation
• Problem Solving
• Microsoft Office
• Wealth Management
• Coaching
• Time Management
• Securities (Finance)
• Detail Oriented

Domaines d’emploi

• Administrative
• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive