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Administrative Assistant

3 months ago

Vernon, Canada RBC - Royal Bank Part time

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Vernon is looking for an Administrative Assistant to provide administrative support to a successful Advisor Team(s). The successful candidate will have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

  • Prepare account opening documentation
  • Follow up on documentation with clients or back office as required
  • Follow up on client trades to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
  • Maintain all pending plan transfers to ensure proper settlement and delivery
  • Schedule portfolio reviews
  • Prepare client review materials, correspondence and reports
  • Utilize contact management system for daily task management and client record-keeping
  • Assist in filing and preparing mailings such as seminars, newsletters and information packages.
  • Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

  • Administrative experience
  • Exceptional communication skills
  • High attention to detail
  • Ability to work under pressure meeting strict deadlines
  • Experience using Microsoft Office
  • Exceptional organizational skills

Nice-to-have

  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
  • Financial industry knowledge
  • 1-2 years Investment Industry experience
  • Proficiency in Excel

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

The expected pay for this particular position is $25/hour depending on your experience, skills, and registration status, market conditions and business needs.

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

Additional Job Details

Address:

2701 HWY 6:VERNON

City:

VERNON

Country:

Canada

Work hours/week:

20

Employment Type:

Part time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-07-31

Application Deadline:

2024-08-24

Inclusion 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.
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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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