Administrative Assistant – Wealth Management

About the role

RBC Dominion Securities, a full-service investment and wealth management firm, is looking for an Administrative Assistant to join its Trois-Rivières branch. The role provides ongoing service and support to clients and the advisory team, helping deepen existing relationships and welcome new clients while keeping the team running smoothly.

Key responsibilities

• Handle client account administration, including account opening, account maintenance and resolving client requests efficiently
• Maintain existing client accounts, manage timelines and key dates, and identify opportunities to contact clients
• Keep client files and documentation accurate, up to date and compliant with internal controls and regulatory requirements
• Respond promptly to client inquiries about transactions, requests, documentation and reporting
• Help welcome and onboard new clients, and coordinate meetings between advisors and their clients or prospects
• Manage incoming communications from clients, advisors and partners, and update communication channels such as websites, LinkedIn, Facebook, brochures and newsletters

Required profile

• Fluent mastery of French (English knowledge is a plus)
• Strong organizational and time-management skills
• Professional, warm and friendly client service
• Nice to have: Canadian Investment Regulatory Exam (CIRE), knowledge of RBC Dominion Securities' systems and procedures, and securities industry experience

Required skills

• Strong skills with various business applications and technology
• Problem-solving and proactive client service

What we offer

• Total rewards program with bonuses, flexible benefits, competitive compensation, commissions and stock where applicable
• Coaching and development opportunities
• A world-class training program in financial services
• Work in a dynamic, collaborative team