Jobs in Coquitlam

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Within 25 km of Coquitlam

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RBC Dominion Securities

Administrative Associate

Vancouver, BC, Canada

Full-time

Within 25 km of Coquitlam · About 24.4 km from the city centre

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Job details

Job type: Full-time
Apply by: Dec 7, 2026
Posted: Nov 7, 2026

Original job description

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, focused on earning the right to be clients’ first choice for wealth management services. For more than a century, the firm has supported individuals, families, businesses, charitable foundations, and other organizations in building and preserving wealth through sound financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and support to help them grow and scale their practices. The organization is committed to delivering unparalleled wealth management solutions while continually investing in its people and capabilities. This strong, client-centered culture provides employees with opportunities to contribute to meaningful, long-term financial outcomes.

Role Description This full-time, on-site Administrative Associate role is based in the downtown Vancouver and supports the day-to-day operations of a discretionary wealth management advisory team. The Administrative Associate is responsible for managing client documentation, maintaining accurate records, preparing and processing forms and invoices, and coordinating account-related administrative tasks. The role includes responding to client inquiries, scheduling and confirming meetings, and supporting advisors with presentations, reports, and follow-up communications. The Administrative Associate also collaborates with internal partners to ensure compliance with firm policies and industry regulations, while contributing to a professional and efficient office environment.

Qualifications

Strong administrative skills with experience in Administrative Processes, including document management, data entry, and workflow coordination.
Excellent Communication abilities, including clear written and verbal communication and professional client interaction.
Demonstrated Client Service skills, with a focus on internal/external partners & clients, responsiveness, and relationship-building.
Proficiency with office productivity software (e.g., Microsoft Office Suite) and ability to learn firm-specific systems.
Strong organizational and time-management skills, with attention to detail and the ability to prioritize multiple tasks.
Experience in financial services, wealth management, or a related industry is an asset.
Post-secondary education in business, finance, administration, or a related field, or equivalent combination of education and experience.

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More about this job

Responsibilities

Manage client documentation and records, prepare and process forms and invoices, coordinate account-related administrative tasks, and respond to client inquiries. Schedule meetings and support advisors with presentations, reports, and follow-up communications while collaborating with internal partners on compliance and office operations.

Requirements

Requires strong administrative, communication, client service, organizational, and time-management skills, along with proficiency in office productivity software and attention to detail. Experience in financial services or wealth management and post-secondary education in business, finance, administration, or a related field are assets; equivalent education and experience are also considered.

Skills

Administrative Processes
Document Management
Data Entry
Workflow Coordination
Written Communication
Verbal Communication
Client Service
Relationship-Building
Microsoft Office
Organization
Time Management
Attention to Detail
Task Prioritization
Recordkeeping
Meeting Coordination
Compliance

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Management
Client Documentation
Document Management
Data Entry
Workflow Coordination
Recordkeeping
Forms Processing
Invoice Processing
Account Administration
Client Inquiries
Meeting Scheduling
Presentations
Reports
Follow-Up Communications
Compliance
Firm Policies
Industry Regulations
Microsoft Office Suite
Financial Services
Discretionary Wealth Management
Administrative Processes
Client Service
Data Accuracy

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