Administrative Assistant

4 weeks ago


Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time
Job Opportunity

RBC Dominion Securities Inc. is seeking an experienced Administrative Assistant to provide high-level administrative support to a successful Portfolio Management team.

Key Responsibilities
  • Prepare account opening documentation and follow up with clients or back office as required
  • Manage client trades to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
  • 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 providing exceptional client service
  • Exceptional communication skills and high attention to detail
  • Ability to work under pressure meeting strict deadlines and utilizing Microsoft Office
  • Exceptional organizational skills and ability to maintain confidentiality
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
  • Financial industry knowledge and minimum 1-2 years Investment Industry experience
  • Proficiency in Excel and ability to work in a dynamic, collaborative environment
What We Offer
  • 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 in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
Job Skills
  • Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Additional Job Details

RBC Dominion Securities Inc. is an equal opportunity employer committed to diversity and inclusion. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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