What is the opportunity?
RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. The Administrative Assistant will provide administrative support to several Senior Leaders of Family Office Services (VP of Will and Estate Consultants, Director Will & Estate Planning , VP of Financial Planning Western Region, and Senior Director, Retirement Transitions).

What will you do?

Executive & Administrative Support

• Provide administrative support to VP and director-level leadership
• Manage calendars, bookings, vacation tracking, and expense approvals
• Onboard new hires with system access, equipment, and policy orientation
• Coordinate premises support (passes, maintenance, supplies, moves)

Reporting & Compliance

• Generate booking capacity, fiscal year-end, WealthTracker, and DHR reports
• Support VP and teams with compliance reviews
• Monitor appointment and insurance reports for missed opportunities

Operations & Procedures

• Manage WEC shared drives, access controls, and document archiving
• Track professional development and departmental costs for budgeting/audit
• Provide guidance on equipment orders, letters, HR, meetings, and expenses
• Direct staff to appropriate departments for technical support and process MyMarketplace requests

What do you need to succeed?
Must have:

• A minimum of two years of experience in a similar position in the financial industry
• Strong working knowledge of Microsoft Office
• Effective written, verbal and electronic communication skills
• Self-motivated and able to work with minimal supervision
• Demonstrates strong collaboration skills and actively contributes as a valued team member

Nice to have:

• Ability to work under pressure to meet deadlines
• Good attention to detail
• Strong time management skills

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 world-class training program in financial services
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to take on progressively greater accountabilities
• Ability to make a difference and lasting impact

Job Skills

Additional Job Details

Note: 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.

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.