# Administrative Assistant

**Company**: RBC Dominion Securities
**Location**: Vernon, British Columbia
**Job type**: full-time
**Salary**: $38,000 - $45,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VERNON-British-Columbia-Canada/Administrative-Assistant_R-0000191801-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_2cecd0ef-46c

## Description

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.

**Responsibilities:**

- 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 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.

**Requirements:**

- 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 organisational skills

**Nice to have:**

- Financial industry knowledge

- Minimum 1-2 years Investment Industry experience

- Proficiency in Excel

**What's in it for you:**

- A comprehensive Total Rewards Program which includes 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 build 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.

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## Skills

### Required
- Account Management
- Customer Success
- Decision Making
- Financial Regulation
- Group Problem Solving
- Interpersonal Relationships
- Investment Risk Management
- Microsoft Office

### Nice to have
- Financial industry knowledge
- Investment Industry experience
- Excel

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VERNON-British-Columbia-Canada/Administrative-Assistant_R-0000191801-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)