Administrative Coordinator

4 weeks ago

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

We are seeking an experienced Administrative Assistant to provide exceptional support to our successful Advisor Team(s) at our RBC Dominion Securities branch in Vernon. The ideal candidate will possess strong administrative skills, excellent communication abilities, and a focus on delivering outstanding client service.

Key Responsibilities
  • Prepare and process account opening documentation
  • Follow up on documentation with clients or back office as required
  • Monitor 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
  • 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 tasks as required, including reviewing incoming mail and answering telephone calls
Requirements
  • Administrative experience with a focus on client service
  • Exceptional communication and interpersonal skills
  • High attention to detail and ability to work under pressure
  • Experience using Microsoft Office and contact management systems
  • Strong organizational and time management skills
Preferred Qualifications
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Financial industry knowledge and experience
  • 1-2 years of experience in the investment industry
  • Proficiency in Excel and other Microsoft Office applications
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options. Our leaders provide coaching and development opportunities to support your growth and success. You will have the opportunity to make a meaningful impact and contribute to a dynamic, collaborative, and high-performing team.

The expected base salary range for this position is $37,500 - $45,000, depending on your experience, skills, and registration status. You also have the potential to earn significantly more through our discretionary bonus program, which rewards individual and team performance.

We value diversity, equity, and inclusion and strive to create a workplace where everyone feels valued and respected. We are committed to building an inclusive team and providing an equitable candidate experience.

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