High-Performing Administrative Support Professional

2 weeks ago

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

RBC Dominion Securities Inc. is seeking a highly skilled Administrative Assistant to join their team in Vancouver, Canada. This exciting opportunity offers a comprehensive compensation package and the chance to work with a leading financial institution.

The successful candidate will provide administrative support to a successful Portfolio Management/advisory Team, ensuring exceptional client service and maintaining current knowledge of client accounts. Key responsibilities include:

  • Preparing account opening documentation
  • FOLLOWING UP ON DOCUMENTATION WITH CLIENTS OR BACK OFFICE AS REQUIRED
  • FOLLOWING UP ON CLIENT TRADES TO ENSURE PROPER SETTLEMENT AND DELIVERY
  • Maintaining all pending plan transfers to ensure proper settlement and delivery
  • Scheduling portfolio reviews
  • Preparing client review materials, correspondence and reports
  • Utilizing contact management system for daily task management and client record-keeping
  • Assisting in filing and preparing mailings such as seminars, newsletters and information packages
  • Conducting various administrative functions as required including the review of incoming mail and answering telephone calls

To succeed in this role, candidates should possess:

  • 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 qualifications include:

  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Financial industry knowledge
  • Minimum 1-2 years Investment Industry experience
  • Proficiency in Excel

This is an excellent opportunity for individuals looking to develop their career in administration while working with a reputable company. The estimated salary range for this position is $37,500 - $45,000 depending on experience and qualifications. RBC's compensation philosophy recognizes the importance of attracting, engaging and retaining talent, and offers a robust discretionary bonus program that provides opportunities for increased earnings. Benefits include a comprehensive Total Rewards Program, leaders who support development, ability to make a lasting impact, and more.

If you are a motivated and organized individual looking to take your career to the next level, please consider applying for this exciting opportunity at RBC Dominion Securities Inc.

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