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Administrative Assistant

Administrative Assistant

Royal Bank of Canada>CHARLOTTETOWN, Canada
16 days ago
Job description

Job Summary

Job Description

What is the Opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Charlottetown is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

  • Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
  • Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients / prospects.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
  • Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

  • Strong skills in working with various business applications / technology
  • High level of time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

    • Nice-to-have

  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Knowledge of RBC Dominion Securities’ systems and procedures
  • Experience in the securities industry is an asset

    • What’s in it for you?

    We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from :

  • 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
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • The chance to work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

    • Job Skills

    Customer Service, Data Entry, Data Gathering Analysis, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management

    Additional Job Details

    Address :

    134 KENT ST, UNIT 602 : CHARLOTTETOWN

    City : CHARLOTTETOWN

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-12-10

    Application Deadline :

    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 .