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Administrative Assistant

  • Calgary, AB, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Calgary North branch 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
  • 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

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

600 CROWFOOT CRES NW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-09

Application Deadline:

2026-11-13

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.
More about this job

Responsibilities

Provide administrative and client-service support to a financial advisory team, including coordinating meetings, responding to client inquiries, assisting with onboarding, and liaising with internal and external partners. Maintain client accounts, documentation, and files in compliance with regulatory requirements, and help update the team’s communication channels.

Requirements

Strong Microsoft Office skills, excellent time management and organizational abilities, and a professional, warm approach to client service are required. The CIRE exam, familiarity with RBC Dominion Securities systems and procedures, and securities-industry experience are assets.

Skills

  • Microsoft Office
  • Time Management
  • Organization
  • Client Service
  • Problem Resolution
  • Attention to Detail
  • Communication
  • Data Entry
  • Data Gathering and Analysis
  • Desktop Tools
  • Group Problem Solving
  • Interpersonal Relationships
  • Knowledge Organization
  • Teamwork
  • Word Processing
  • Client Onboarding

Benefits

  • Bonuses
  • Flexible Benefits
  • Competitive Compensation
  • Commissions
  • Stock
  • Coaching and Development Opportunities
  • Training Program

Visa sponsorship

Not detected in the job text

Categories

  • Administrative
  • Customer Service & Support
  • Finance & Accounting
  • Marketing

Keywords

  • Microsoft Office
  • CIRE Exam
  • RBC Dominion Securities
  • Wealth Management
  • Securities Industry
  • Financial Services
  • Client Service
  • Administrative Support
  • Advisor Team
  • Client Onboarding
  • Account Transactions
  • Account Documentation
  • Account Reporting
  • Client Accounts
  • Regulatory Compliance
  • Internal Controls
  • Client Files
  • Meeting Coordination
  • Problem Resolution
  • Data Entry
  • Data Gathering and Analysis
  • Desktop Tools
  • Word Processing
  • LinkedIn
  • Facebook
  • Newsletters
  • Time Management
  • Organization
  • Teamwork

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