Publié avant-hier
Administrative Assistant
@ Royal Bank of Canada
Vernon, Colombie-Britannique
En bref
Royal Bank of Canada is hiring a full-time Administrative Assistant at its Vernon, BC branch to support a portfolio management team. The work covers account documentation, client trade follow-up, scheduling and client correspondence. The posting states a salary of $38,000 to $45,000, a possible incentive of up to 0.5x base, and 37.5 hours per week.
Responsabilités :
- Prepare account opening documentation and follow up with clients and back office
- Follow up on client trades, transfers and settlement
- Schedule portfolio reviews and prepare client review materials
- Maintain contact management system and client records
Résumé des exigences :
- CIRE exam completed or within 12 months
- Administrative experience, preferably in wealth management or finance
- Exceptional communication and organizational skills
- Experience with Microsoft Office
Outils et compétences
Source et dates
Site carrière / système de candidatures · phenom
- Date publiée par l’employeur
- 2026-11-07
- Première détection par notre source
- 2026-11-02
- Mise à jour du dossier source
- 2026-11-10
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Administration |
| Heures par semaine | 37.5 |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CIRE |
| Avantages mentionnés | Horaire flexible, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Royal Bank of Canada
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
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 94,000+ employees who leverage their imaginations and insights to 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 our more than 17 million clients in Canada, the U.S. and 27 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 www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- Abonnés LinkedIn
- 932 626
- Personnes associées sur LinkedIn
- 96 867
- Bureaux déclarés
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Catégories d’activité
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Autres noms enregistrés
- Royal Bank of Canada
- RBC
- Spécialités
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 22 251 000
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
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 94,000+ employees who leverage their imaginations and insights to 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…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Offres sur Jobsy | 1 124 |
| Voir la page |
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.
What will you do?
- Prepare account opening documentation
- Follow up on documentation with clients or back office as required
- Follow up on client trades to ensure proper settlement and delivery
- Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
- Maintain all pending plan transfers to ensure proper settlement and delivery
- Schedule portfolio reviews
- Prepare client review materials, correspondence and reports
- Utilize contact management system for daily task management and client record-keeping
- Assist in filing and preparing mailings such as seminars, newsletters and information packages.
- Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.
What do you need to succeed?
Must-have
- Completion of the CIRE exam (or willingness to complete within 12 months)
- Administrative experience preferably in Wealth Management or Finance
- Exceptional communication skills
- High attention to detail
- Ability to work under pressure meeting strict deadlines
- Experience using Microsoft Office
- Exceptional organizational skills
Nice-to-have
- Financial industry knowledge
- Minimum 1-2 years Investment Industry experience
- Proficiency in Excel
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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
2701 HWY 6:VERNONCity:
VernonCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-02Application Deadline:
2026-11-20Note: 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.
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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.
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