Branch Operations Assistant
2 weeks ago
Job Summary
Job Description
The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.
What will you do?
Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.
Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning
Provide attentive and accurate service to clients and respond to their needs
Assist with upholding IA teams business and client service plan, and client review schedule
Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)
What do you need to succeed?
Must Have
Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
Meticulous attention to detail and excellent time management skills
Exceptional written and verbal communication skills
Excellent organizational and multitasking skillskeep track of multiple projects
Excellent time-management skills, must be able to work under tight deadlines
Ability to complete duties independently seeking out own answers and solutions
A professional approach to all situations to create a positive working environment
Ability to complete duties independently seeking out own answers and solutions
Nice to Have
Knowledge of RBC Dominion Securities systems and procedures, an asset
Experience in the securities industry is an asset
Whats 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
Job Skills
Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management
Additional Job Details
Address:
274 LYNDEN RD:BRANTFORD City:
BRANTFORD Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-11-19 Application Deadline:
2024-12-04 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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