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 Aurora, ON is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisors, 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?

• 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 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.

• Coordinate and prepare meetings for Advisors with their clients / prospects.
• 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

Job Skills Customer Service, Data Entry, Desktop Tools, Detail-Oriented, Group Problem Solving, Interpersonal Relationships, Microsoft Office, Teamwork, Time Management, Wealth Management, Word Processing Software Additional Job Details

Address :

14785 YONGE ST : AURORA

City : AURORA

AURORA

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 : 2024-06-04

2024-06-04

Application Deadline :

2024-06-22

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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