Administrative Assistant

4 weeks ago


West Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

**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
- Minimum 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 which include competitive compensation 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the **potential to earn considerably more through RBC’s robust discretionary bonus program** which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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, Interpersonal Relationships, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Processing Software

**Additional Job Details**

**Address**:
250 15 ST:WEST VANCOUVER

**City**:
WEST VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-02-27

**Application Deadline**:
2024-03-16

**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.

**Join our Talent Community**

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