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Administrative Coordinator
1 month ago
RBC Dominion Securities Inc. is seeking a highly skilled Administrative Assistant to provide exceptional support to our Portfolio Management/advisory Team.
Key Responsibilities- Prepare and process account opening documentation
- Follow up on documentation with clients or back office as required
- Ensure proper settlement and delivery of client trades
- Maintain current knowledge of client accounts through daily activity review and reports
- Coordinate portfolio reviews and prepare client review materials
- Utilize contact management system for daily task management and client record-keeping
- Assist with filing and preparing mailings, such as seminars and newsletters
- Perform various administrative functions, including reviewing incoming mail and answering telephone calls
- Administrative experience with a focus on exceptional communication skills
- High attention to detail and ability to work under pressure meeting strict deadlines
- Experience using Microsoft Office and proficiency in Excel
- Exceptional organizational skills and ability to multitask
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- A dynamic, collaborative, and high-performing team environment
- A world-class training program in financial services
RBC Dominion Securities Inc. is 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.