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 Burnaby, BC is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisor teams, and branch support.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Teams.
What will you do?
- Coordinate and prepare meetings for Advisors 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.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- 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.
Respond to incoming inquiries from prospective clients to answer questions
What do you need to succeed?
Must-have
- Strong Microsoft Office Suite skills
- 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
- Exceptional verbal and written communication in English
- Aptitude to build quality relationships
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, 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 which include competitive compensation and flexible benefits
- 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 building close relationships with clients
The expected base salary range for this particular position is $35,000 - $42,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Administrative Assistant Admin Work From Home - Part Time Focus Group Panelists
No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists. Administrative assistant admin experience is not necessary. If you are an administrative assistant or someone just looking for a flexible part time remote work...
administrative assistant - office
Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Arrange and co-ordinate seminars, conferences, etc.Determine and establish office procedures and routines.Schedule and confirm appointments.Answer telephone and relay telephone calls and messages.Order ...
administrative assistant
Secondary (high) school graduation certificate.Schedule and confirm appointments.Answer telephone and relay telephone calls and messages.Order office supplies and maintain inventory.Greet people and direct them to contacts or service areas.Type and proofread correspondence, forms and other documents...
ScotiaMcLeod Administrative Assistant - Vancouver
As an Administrative Assistant, you will be responsible for providing administrative support to one or more Advisors and their teams. ...
administrative assistant
Associations and non profit organizations.Record and prepare minutes of meetings, seminars and conferences.Answer telephone and relay telephone calls and messages.Order office supplies and maintain inventory.Greet people and direct them to contacts or service areas.Perform basic bookkeeping tasks.Co...
Administrative Assistant
Assist company Directors and Corporate Managers in the effective execution of appropriate administrative functions. ...
Administrative Assistant
Administrative Assistant provides confidential administrative support to the Senior Medical Director and associated programs, including screening and prioritizing incoming materials, scheduling meetings, maintaining calendars, producing various documents and keeping the Senior Director apprised of i...
administrative assistant
Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Establish and implement policies and procedures.Determine and establish office procedures and routines.Plan, develop and implement recruitment strategies.Schedule and confirm appointments.Answer telepho...
Administrative Assistant - Pender Community Health Centre
Come work as an Administrative Assistant at Vancouver Coastal Health (VCH)!. As an Administrative Assistant with VCH you will:. Provide administrative support services to clients in Primary Care and/or clients who have mental health, drug and/or alcohol misuse/addiction issues. Screen, prioritize an...
office administrative assistant
Heures de travail: 35 to 40 hours per week.Secondary (high) school graduation certificate.Relocation costs covered by employer.Retail/wholesale establishment/distribution centre.Coordinate the activities of the HR department in order to ensure they meet the organization's goals .Direct and control d...