Administrative Assistant – Wealth Management

About the role

RBC Dominion Securities is seeking an Administrative Assistant to support a fast‑paced investment advisory (IA) team in downtown Toronto. You will be the primary point of contact for client account administration, ensuring smooth onboarding, maintenance, and issue resolution while delivering world‑class service.

Key responsibilities

• Execute client account administration tasks, including opening, maintenance, and timely resolution of requests.
• Maintain client accounts, monitor key dates, and proactively contact clients to ensure support.
• Ensure compliance with internal controls and regulatory requirements; keep client files accurate and up‑to‑date.
• Respond to client inquiries regarding transactions, documentation, and reporting.
• Assist advisors in welcoming and onboarding new clients.
• Coordinate and prepare meetings between advisors and clients or prospects.
• Provide proactive problem‑resolution and manage incoming communications from clients, advisors, and partners.

Required profile

• 2‑3 years of experience in the investment field as an administrative assistant or associate.
• Strong time‑management, organizational, and multitasking abilities.
• Excellent verbal and written communication skills in English.
• Demonstrated ability to deliver professional, warm, and friendly client service.
• Proficiency with Microsoft Office suite.

Required skills

• Microsoft Office
• Excel
• RBC Dominion Securities internal systems
• Completion of CSC and CPH certifications