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Administrative Coordinator

2 months ago

Burlington, Ontario, Canada RBC - Royal Bank Full time

Job Opportunity

RBC Dominion Securities, a leading investment and wealth management firm, is seeking a highly skilled and collaborative individual to join our team as an Associate. We are committed to delivering exceptional service and support to our clients and our Council team.

The successful candidate will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Key Responsibilities

  • Maintain existing client relationships and identify opportunities to contact clients, ensuring timely and effective communication.
  • Respond to client inquiries in a professional and time-efficient manner, addressing account transactions, requests, and documentation.
  • Utilize problem-solving skills to provide proactive client service, collaborating with various departments to deliver smooth and timely solutions.
  • Effectively manage incoming communications from clients, Advisors, and internal/external partners.
  • Assist the Advisor team in welcoming and onboarding new clients, leveraging your passion for planning to coordinate and prepare meetings.
  • Update the team's communication channels, including websites, LinkedIn, and other platforms, to ensure accurate and timely information.

Requirements

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • High-quality time management and organization skills
  • Demonstrated skills in providing world-class client service, professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills

What We Offer

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

RBC 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.