Administrative Assistant
2 weeks ago
Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Administrative Assistant - Wealth Management
What is the opportunity?:
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The RBC Dominion Securities branch located in Victoria BC is looking for a resourceful, empathetic, and collaborative individual to join our leading wealth management firm as an Administrative Assistant.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm.
Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.
What will you do?
- Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Become wellversed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, uptodate and compliant.
- Respond to client inquiries in an understanding and timeefficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Assist the Advisor team in welcoming and onboarding new clients.
- Tap into your superior problem resolution skills to provide proactive client service.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
What do you need to succeed?
Must-have
- High level of time management and organization skills
- Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication
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, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper.
We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.
You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- The chance to work in a dynamic, collaborative, progressive, and highperforming team
- A worldclass training program in financial services
Job Summary
Address:
VICTORIA, British Columbia, Canada
City:
CAN-BC-VICTORIA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
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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