Administrative assistant Offres d'emploi - Barrie, ON

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Simcoe is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management Team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative tasks related to client accounts and by responding to client inquiries.

What will you do?

Coordinate and prepare meetings for Advisor with their clients / prospects.

Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).

Assist the Advisor team with client onboarding.

Maintain existing client accounts and identify opportunities to contact clients : manage timelines and key dates for accounts

Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

What do you need to succeed?

Must Have

Administrative experience

Exceptional communication and organizational skills

High attention to detail and excellent time-management skills

Ability to work under pressure meeting strict deadlines

Experience using Microsoft Office, proficient in Excel

Nice to Have

Financial industry knowledge

Completion of CSC and CPH is an asset

Minimum 1-2 years Investment Industry experience

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 comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

Access to a variety of job opportunities across business and geographies

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address :

2 NORFOLK ST S : NORFOLK COUNTY

City : NORFOLK COUNTY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-01-08

Application Deadline :

2025-01-27

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .