Executive Assistant
Executive Assistant
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Job Description
Job Summary
The RBC Dominion Securities branch located in Kelowna is seeking a skilled and experienced Executive Assistant to join our past-paced and supporting team to deliver concierge level service for a successful Chairman Council Advisory team and their valued clients.
If youre passionate about providing white-glove service love managing complex calendars and logistics with precision and are energized by making an impact in the lives of high-net-worth clients this could be the role for you.
We are looking for someone who is proactive organized and thoughtful. You will be central to ensuring our advisor and team are fully supported our clients feel cared for at every touchpoint and our operations run smoothly behind the scenes. Your attention to detail emotional intelligence and initiative will make you indispensable in this role.
Job Description
What will you do
- Act as the right hand to an RBCDS Senior Portfolio Manager: manage inboxes filter requests coordinate meetings and ensure the day runs seamlessly.
- Greet and host clients with warmth and professionalism; prepare meeting rooms and client materials.
- Manage calendars and anticipate team needs around scheduling meetings and client flow.
- Organize thoughtful client touchpoints: gifts cards milestone celebrations event planning.
- Assist in formatting client communications presentations and internal memos.
- Partner with our Marketing Assistant on social media website updates and seasonal campaigns.
- Support our charitable outreach and community initiatives.
- Provide responsive solutions-focused support to client requests (reporting documentation follow-ups etc.).
- Collaborate on client onboarding and engagement processes to ensure a best-in-class experience.
- Back up administrative support to our wider team when needed.
What do you bring to the role
- Proven experience in an Executive Assistant or high-level administrative support role.
- Polished interpersonal skills with a warm professional and proactive demeanor.
- Strong organizational and time management skills with the ability to anticipate needs.
- Exceptional verbal and written communication.
- High proficiency in Microsoft Office (Outlook Word Excel PowerPoint).
- Ability to work independently handle sensitive information and solve complex issues calmly and efficiently.
Nice to have:
- Experience in the financial services industry (ideally 2 years).
- Familiarity with Salesforce or CRM tools.
Why join us
Youll join a team that truly values people both our clients and each other. At RBC Dominion Securities youll be part of a collaborative high-performance culture where your work makes a direct impact. We offer:
- A generous and competitive compensation package (salary discretionary bonus).
We are happy to discuss compensation details with qualified candidates. - A comprehensive Total Rewards Program including flexible benefits.
- Opportunities for development leadership coaching and career progression.
- A chance to build lasting client relationships and contribute meaningfully to their success.
- A dynamic purpose-driven environment with real impact in our community.
Lets connect.
If youre a polished experienced professional who thrives in a fast-paced client-centric environment and youre excited by the opportunity to join a nationally recognized wealth management team we encourage you to apply.
The expected basesalary range for this position is $37500 - $45000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
Curious to know more before applying Reach out confidentially wed be happy to share more about the team the role and the rewarding work we do together.
RBC is an equal opportunity employer committed to diversity and inclusion.
RBCs 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 RBCs high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Administrative Support Collaborating Customer Service Data Entry Data Gathering Analysis Desktop Tools Event Planning Group Problem Solving High Net Worth Individuals Interpersonal Communication Interpersonal Relationships Knowledge Organization Microsoft Outlook Teamwork Time Management Wealth Management Word Processing Software Written CommunicationAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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Employment Type
Full-Time
