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Administrative Coordinator

2 months ago

Vernon, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to provide exceptional support to our successful Advisor Team(s) at our Vernon branch. As a key member of our team, you will be responsible for delivering outstanding client service and ensuring the smooth operation of our administrative functions.

Key Responsibilities
  • Prepare and process account opening documentation and follow up with clients or back office as required.
  • Monitor and follow up on client trades to ensure proper settlement and delivery.
  • Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports.
  • Manage pending plan transfers to ensure proper settlement and delivery.
  • Schedule portfolio reviews and prepare client review materials, correspondence, and reports.
  • Utilize contact management systems for daily task management and client record-keeping.
  • Assist with filing and preparing mailings, such as seminars, newsletters, and information packages.
  • Perform various administrative functions, including reviewing incoming mail and answering telephone calls.
Requirements
  • Administrative experience with a focus on providing exceptional client service.
  • Exceptional communication and organizational skills.
  • High attention to detail and ability to work under pressure meeting strict deadlines.
  • Experience using Microsoft Office and proficiency in Excel.
Preferred Qualifications
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset.
  • Financial industry knowledge and 1-2 years of Investment Industry experience.
What We Offer
  • 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.
  • The ability to make a difference and lasting impact in a dynamic, collaborative, and progressive team.
  • A world-class training program in financial services.
Job Skills
  • Customer Service
  • Data Entry
  • Data Gathering Analysis
  • Desktop Tools
  • Group Problem Solving
  • Interpersonal Relationships
  • Knowledge Organization
  • Teamwork
  • Time Management
  • Word Processing Software