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Administrative Assistant

2 months ago

Vernon, British Columbia, Canada RBC - Royal Bank Full time

Administrative Assistant sought to provide support to Advisor Team(s) in Vernon, BC, with 12-18 month maternity leave coverage, focusing on client service, administrative tasks, and team collaboration.

Job Title: Administrative Assistant

Job Description:

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

Key Responsibilities:

  • Prepare account opening documentation and follow up 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 applicable reports
  • Maintain all pending plan transfers to ensure proper settlement and delivery
  • Schedule portfolio reviews and 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 reviewing incoming mail and answering telephone calls

Requirements:

  • Administrative experience with a focus on client service
  • Exceptional communication skills and high attention to detail
  • Ability to work under pressure meeting strict deadlines
  • Experience using Microsoft Office and exceptional organizational skills

Nice-to-Have:

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

What We Offer:

  • A comprehensive Total Rewards Program including bonuses 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
  • A world-class training program in financial services

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

Job Skills:

  • Customer Service
  • Data Entry
  • Data Gathering Analysis
  • Desktop Tools
  • Group Problem Solving
  • Interpersonal Relationships
  • Knowledge Organization
  • Teamwork
  • Time Management
  • Word Processing Software

About RBC:

RBC is a leading financial institution committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.