Client-focused Administrative Assistant in West Vancouver

Client-focused Administrative Assistant in West Vancouver

04 Aug
|
RBC Dominion Securities
|
West Vancouver

04 Aug

RBC Dominion Securities

West Vancouver

Join RBC Dominion Securities as an Administrative Assistant, where your client service skills will shine. This role in West Vancouver offers the chance to support a leading Portfolio Management Team. As an essential member of the RBC Dominion Securities team, you will focus on delivering exceptional administrative support in Wealth Management.

Ideal for candidates with 1-2 years of experience in financial services, this full time position requires strong Microsoft Office skills and a commitment to client satisfaction. Support the Advisor Team by engaging clients and maintaining accurate records. Key Responsibilities:

- Prepare and manage client account documentation
- Follow up on trades to ensure proper execution




- Maintain up-to-date knowledge of client accounts
- Schedule reviews and prepare necessary client materials
- Assist with incoming communications and filing tasks Requirements:
- 1-2 years in a banking or finance supporting role
- Proficient in Microsoft Office Suite
- Excellent organizational and time management skills
- Strong communication skills with a professional demeanor
- Focused on delivering exemplary client service Utilize your expertise in administration and client relations at RBC Dominion Securities in West Vancouver.

📌 Client-focused Administrative Assistant in West Vancouver
🏢 RBC Dominion Securities
📍 West Vancouver

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