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Administrative assistant • mission bc
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Administrative Assistant / Associate
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Administrative Assistant / Associate
RBC Dominion SecuritiesAbbotsford, Fraser Valley Regional District, CA- Full-time
Join to apply for the Administrative Assistant / Associate role at RBC Dominion Securities .
Opportunity
The RBC Dominion Securities Abbotsford branch is currently seeking a licensed associate or unlicensed administrative assistant to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast‑paced team environment.
What will you do?
- Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager / Investment Advisor for execution, where necessary.
- Follow‑up on client trades to ensure proper settlement and delivery.
- Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications.
- Review portfolios regularly and re‑balance them with guidance from Portfolio Manager / Investment Advisor.
- Utilize a contact management system for daily task management.
- Respond to client account inquiries and remain accountable to follow up, as required.
- Proactively contact clients to ensure accounts are accurate, up‑to‑date and compliant.
- Provide world‑class client service to our valued clients.
- Support the advisory team and client through the wealth management process by gathering relevant information, documents, and questionnaires; entering data into specific applications (e.g., myGPS); tracking progress and following up.
- Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
- Coordinate activities with wealth management, insurance specialists and in‑branch consultants : schedule, track progress and follow up.
- Liaise with branch management team for updates on and progress with wealth management initiatives.
What do you need to succeed?
Nice‑to‑have
Benefits
Compensation
The expected base salary range for this position is $37,500 – $45,000. This position may be eligible to receive a discretionary / variable incentive payment up to 1.5x base salary.
Other Details
Location : 2001 McCallum Rd, Abbotsford, BC, Canada.
Hours : 37.5 per week.
Employment Type : Full time.
Equal Opportunity Employment
At 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 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.
Application Information
Posted Date : 2025‑09‑19
Application Deadline : 2025‑11‑08 (applications will be accepted until 11 : 59 PM on the day prior to the application deadline).
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