Wealth management administration meets client service at RBC Dominion Securities in Vernon, BC, supporting a successful Portfolio Management and advisory Team.

This full time Administrative Assistant provides administrative support within RBC Dominion Securities’ Vernon branch. The position requires administrative experience, exceptional communication, attention to detail, and Microsoft Office proficiency. Experience in Wealth Management or Finance is preferred, alongside solid organization and deadline management.

Key Responsibilities:

- Prepare account opening documentation
- Follow up on client and back office documentation
- Track trades and plan transfers through settlement
- Schedule portfolio reviews and prepare client materials
- Maintain client records, mailings, calls, and daily tasks

Requirements:

- Administrative experience, preferably in Wealth Management or Finance
- Exceptional communication and organizational skills
- High attention to detail under strict deadlines
- Microsoft Office experience
- Completed CIRE exam or willingness within twelve months

Support portfolio administration, client communication, and account coordination as an Administrative Assistant with RBC in Vernon.

📌 Wealth Management Administrative Assistant (Vernon)
🏢 Royal Bank of Canada
📍 Vernon