City : Barrie

Category : Operations

Industry : Financial/Banking

Employer : RBC

What is the Opportunity?

RBC Dominion Securities, Barrie branch  is looking for a Administrative Assistant  to join a successful  team. There is an excellent opportunity to learn and advance within a growing team and be a part of Canada’s leading full-service investment and wealth management firm.

What You Will Do

• Provide support to our clients and the Advisor team by acting as an internal and external point of contact. Maintain client accounts, ensuring account administration and documentation remains up-to-date and compliant.
• You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Must Have:

• College/Bachelor’s degree or job-related experience (minimum 3-5 years)
• Strong soft skills including verbal and written communication, people, organizational, multi-tasking, and client service skills
• Attention to detail coupled with the mindset of how you can support Advisors to be more efficient and effective
• Strong skills working with business applications/technology, including Microsoft Office Suite

Nice to Have:

• Previous work experience in the securities industry or private investment management client service
• Retail branch, branch/head office operations experience
• Completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH)

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.  
• You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

11 VICTORIA ST:BARRIEBARRIECanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-06-022025-08-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and 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 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.