Assistant Branch Operations Manager

Job Description

What is the opportunity? The RBC Dominion Securities Management team located in Oshawa is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams.

In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch Operations Manager fulfils a diverse role which includes liaising with internal departments, providing software and process-related training, and managing the branch facilities and equipment. What will you do?

• Instrumental in managing the daily administrative operations of the branch including : approval of incoming and outgoing daily transactions, verify and action request submitted by sales support staff, verify documentation and approve account openings, etc.
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
• Ensure compliance and internal control requirements are met.
• Branch technology access, setup, and troubleshooting.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed? Must-have

• Meticulous attention to detail and excellent time management skills
• Exceptional written and verbal communication skills
• A professional approach to all situations to create a positive working environment
• Ability to complete duties independently seeking out own answers and solutions

Nice-to-have

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

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
• A world-class training program in financial services

Job Skills Conflict Management, Customer Service, Customer Service Administration, Customer Service Management, Interpersonal Relationship Management, Online Customer Support, Oral Communications, Problem Management, Service Request Management, Time Management Additional Job Details

Address :

17 KING ST E : OSHAWA

City : OSHAWA

OSHAWA

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : Wealth Management

Wealth Management

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-05-22

2024-05-22

Application Deadline :

2024-06-08

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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