Administrative Assistant at Dr Bill RBC Ventures

Newmarket, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Office Suite, Time Management, Organization Skills, Client Service, Verbal Communication, Written Communication

Industry

Banking

Description

Job Description What is the Opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The RBC Dominion Securities branch located in Newmarket is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best. 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: 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. 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 Exceptional verbal and written communication Nice-to-have Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) 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 Additional Job Details Address: 17120 LESLIE ST:NEWMARKET City: Newmarket Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-14 Application Deadline: 2025-11-30 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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Responsibilities

Coordinate and prepare meetings for Advisors with their clients and provide proactive client service. Assist the Advisor team with client onboarding and maintain existing client accounts.