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Job summary

The Administrative Assistant will manage client account administration, including account opening, maintenance, and resolution of client requests. They will also support the Advisor team by maintaining client files, ensuring regulatory compliance, and updating communication channels.

Job details

Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Halifax is looking for a resourceful, efficient 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. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests. Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Must-have Strong skills in working with various business applications/technology 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 skills Willing to complete CRO licensing Nice-to-have Canadian Investment Regulatory Exam, CIRE 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, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: 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 An opportunity to make a difference and have a lasting impact on the lives of others The chance to 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: 1959 UPPER WATER ST, UNIT 1400:HALIFAX City: Halifax Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-21 Application Deadline: 2026-10-05 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. 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. 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.

What you’ll do

The Administrative Assistant will manage client account administration, including account opening, maintenance, and resolution of client requests. They will also support the Advisor team by maintaining client files, ensuring regulatory compliance, and updating communication channels.

Requirements

Candidates must possess strong organizational and time management skills, along with exceptional verbal and written communication abilities. Proficiency in business applications and a willingness to complete CRO licensing are required for the role.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock • Coaching and managing opportunities • Training program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Organization · Preferred
• Regulatory Compliance · Preferred
• Communication · Preferred
• Account Administration · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Data entry
• Data gathering analysis
• Desktop tools
• Group problem solving
• Interpersonal relationships
• Knowledge organization
• Teamwork
• Time management
• Word processing software
• Account administration
• Regulatory compliance
• Social media management
• Communication
• Organization
• Resourcefulness
• Workplace Inclusivity
• Communication Channels
• Organizational Skills
• Newsletters
• Data Gathering Analysis
• Planning
• Brochures
• Internal Controls
• Investments
• Customer Service
• Data Entry
• Word Processing
• Financial Services
• Innovation
• Problem Solving
• Wealth Management
• Coaching
• Time Management
• Securities (Finance)

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive