Administrative Assistant, Niagara Falls
Administrative Assistant, Niagara Falls
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Niagara Falls, Canada
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Publiée: il y a moins d’une semaine
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Description
Job Description 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 Niagara Falls is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
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?
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.
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.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Follow up on client trades to ensure proper settlement and delivery.
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
What do you need to succeed? Must-have
Canadian Investment Regulatory Exam, CIRE
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality 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
Nice-to-have
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 can 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
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills
Communication
Data Entry
Detail-Oriented
Email Services
Office Administration
Presentation Software
Spreadsheet Software
Teamwork
Time Management
Word Processing Software
Additional Job Details Address:
4342 QUEEN ST:NIAGARA FALLS
City:
Niagara Falls
Country:
Canada
Work hours/week:
0
Employment Type:
Part time
Platform:
WEALTH MANAGEMENT
Job Type:
Casual
Pay Type:
Salaried
Posted Date:
2026-05-29
Application Deadline:
2026-06-13
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$35,000.00 - $47,000.00
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:
0.5x
RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
#J-18808-Ljbffr
The RBC Dominion Securities branch located in Niagara Falls is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
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?
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.
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.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Follow up on client trades to ensure proper settlement and delivery.
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
What do you need to succeed? Must-have
Canadian Investment Regulatory Exam, CIRE
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality 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
Nice-to-have
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 can 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
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills
Communication
Data Entry
Detail-Oriented
Email Services
Office Administration
Presentation Software
Spreadsheet Software
Teamwork
Time Management
Word Processing Software
Additional Job Details Address:
4342 QUEEN ST:NIAGARA FALLS
City:
Niagara Falls
Country:
Canada
Work hours/week:
0
Employment Type:
Part time
Platform:
WEALTH MANAGEMENT
Job Type:
Casual
Pay Type:
Salaried
Posted Date:
2026-05-29
Application Deadline:
2026-06-13
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$35,000.00 - $47,000.00
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:
0.5x
RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
#J-18808-Ljbffr
Informations clefs
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Nom de l’entreprise0000050599 RBC Dominion Securities Inc.
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Titre de posteAdministrative Assistant
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