Administrative Assistant (Niagara Falls)

Overview

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.

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.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to ensure clients feel suppo...