Branch Operations Assistant

Job Summary

Job Description

The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.

Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include : bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning

Provide attentive and accurate service to clients and respond to their needs

Assist with upholding IA teams business and client service plan, and client review schedule

Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)

What do you need to succeed?

Must Have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

Meticulous attention to detail and excellent time management skills

Exceptional written and verbal communication skills

Excellent organizational and multitasking skills—keep track of multiple projects

Excellent time-management skills, must be able to work under tight deadlines

Ability to complete duties independently seeking out own answers and solutions

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

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

Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management

Additional Job Details

Address :

274 LYNDEN RD : BRANTFORD

City : BRANTFORD

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-11-19

Application Deadline :

2024-12-04

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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