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RBC Dominion Securities

Administrative Assistant

Vernon, BC, Canada

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. · Full-time

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Job details

Pay: The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Nov 20, 2026
Experience: Minimum 1-2 years Investment Industry experience
Posting language: English
Posted: Nov 2, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

Prepare account opening documentation
Follow up on documentation with clients or back office as required
Follow up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
Maintain all pending plan transfers to ensure proper settlement and delivery
Schedule portfolio reviews
Prepare client review materials, correspondence and reports
Utilize contact management system for daily task management and client record-keeping
Assist in filing and preparing mailings such as seminars, newsletters and information packages.
Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

Completion of the CIRE exam (or willingness to complete within 12 months)
Administrative experience preferably in Wealth Management or Finance
Exceptional communication skills
High attention to detail
Ability to work under pressure meeting strict deadlines
Experience using Microsoft Office
Exceptional organizational skills

Nice-to-have

Financial industry knowledge
Minimum 1-2 years Investment Industry experience
Proficiency in Excel

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 which include competitive compensation and flexible benefits
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
Opportunities to do challenging work
Opportunities to building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

2701 HWY 6:VERNON

City:

Vernon

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-20

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.

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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</a/span>

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.

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More about this job

Responsibilities

Provide administrative support to a portfolio management and advisory team, including preparing account-opening documents, tracking client documentation and trades, and maintaining client account records. Schedule portfolio reviews, prepare client materials and correspondence, manage mailings, and handle general administrative tasks such as reviewing incoming mail and answering calls.

Requirements

Candidates need administrative experience, strong communication and organizational skills, attention to detail, the ability to meet strict deadlines, and experience with Microsoft Office. Completion of the CIRE exam is required or must be completed within 12 months; wealth management or finance administration experience is preferred, while investment industry experience and Excel proficiency are nice to have.

Skills

Administrative Support
Client Service
Communication
Attention To Detail
Organization
Time Management
Microsoft Office
Excel
Account Management
Financial Industry Knowledge
Investment Industry Experience
Client Record-Keeping
Documentation Management
Trade Settlement
Contact Management

Benefits

Flexible Benefits
Coaching And Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Administrative Support
Wealth Management
Portfolio Management
Financial Services
CIRE Exam
Account Opening
Client Documentation
Trade Settlement
Plan Transfers
Portfolio Reviews
Client Correspondence
Client Reports
Contact Management System
Client Record-Keeping
Microsoft Office
Excel
Investment Industry
Client Service
Financial Regulation
Account Management
Seminars
Mailings

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