What is the opportunity?

The RBC Dominion Securities branch located in Ottawa's Little Italy on Preston Street 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?


  • Administrative experience
  • Exceptional communication skills
  • High attention to detail
  • Ability to work under pressure meeting strict deadlines
  • Experience using Microsoft Office
  • Exceptional organizational skills


  • Post-secondary degree
  • Financial industry knowledge
  • Minimum 1-2 years Investment Industry experience
  • Proficiency in Excel

What's in it for you?

  • The opportunity to expand your knowledge and skillset with a top-performing team
  • Ongoing coaching and training in a dynamic, fast-paced environment
  • A comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan

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City: Ottawa

Address: 333 Preston Street, Suite 1100

Work Hours/Week: 37.5

Work Environment: Branch

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salaried

Required Travel (%): 0

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 10/08/2021

Platform: Wealth Management

Req ID: 418316

Ad Code(s):

Employer Information

Ottawa, ON, Canada
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