Administrative Assistant - Wealth Management

About the role

RBC Dominion Securities, a full-service investment and wealth management firm, is looking for an Administrative Assistant in Toronto. The role provides ongoing support to clients and the Advisor team, helping deepen existing relationships and welcome new clients while keeping the Advisory team running smoothly.

Key responsibilities

• Provide administrative support and coordination for a team of people, combining routine tasks with varied administrative and operational assignments.
• Answer the telephone, take messages and answer routine questions.
• Maintain the vacation schedule and the staff whereabouts schedule.
• Keep master copies of organizational policy and procedure manuals up to date.
• Type and distribute memos, meeting minutes and presentations for staff.

Required profile

• Strong skills in working with various business applications and technology.
• High level of time management and organization skills.
• Demonstrated ability to provide professional, warm and friendly client service.
• Nice to have: Canadian Investment Regulatory Exam (CIRE, CSC, CPH or WME); knowledge of RBC Dominion Securities' systems and procedures; experience in the securities industry.

Required skills

• Word processing software
• Data entry and data gathering analysis
• Desktop tools

What we offer

• Total Rewards Program with bonuses, flexible benefits, competitive compensation, commissions and stock where applicable.
• Coaching and development opportunities with supportive leaders.
• A world-class training program in financial services.
• A dynamic, collaborative team in a regular, full-time position (37.5 hours per week).