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Administrative Support Specialist in Wealth Management
1 month ago
Are you passionate about delivering exceptional client experiences? Do you thrive in a dynamic and collaborative environment?
We are seeking an Administrative Assistant to join our team at the Royal Bank of Canada (RBC) Dominion Securities branch located in Bracebridge. As an Administrative Assistant, you will play a vital role in supporting our Advisor team in providing world-class service to our clients.
About the Role
This is a full-time opportunity with a competitive salary range of $45,000 - $65,000 per year, depending on your level of experience.
You will be responsible for:
- Providing administrative support to our Advisor team, including account opening, maintenance, and resolution of client requests;
- Maintaining existing client accounts and identifying opportunities to contact clients;
- Becoming well-versed in internal controls and industry regulatory requirements;
- Responding to client inquiries in a timely and efficient manner;
- Assisting the Advisor team in welcoming and onboarding new clients;
- Coordinating and preparing meetings for Advisors with their clients/prospects;
- Providing proactive client service and managing incoming communications from clients, Advisors, and other internal and external partners;
- Updating the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
Requirements
To succeed in this role, you will need:
- Strong skills in working with various business applications/technology;
- A high level of time management and organization skills;
- Demonstrated skills in providing world-class client service that comes across as professional, warm, and friendly to our clients;
- A completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), or willingness to obtain within a reasonable timeframe;
- Knowledge of RBC Dominion Securities' systems and procedures;
- Experience in the securities industry, an asset but not required.
What We Offer
As an Administrative Assistant at RBC Dominion Securities, you can expect:
- 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;
- An opportunity to make a difference and have a lasting impact on the lives of others;
- The chance to work in a dynamic, collaborative, progressive, and high-performing team;
- A world-class training program in financial services.
About Us
Royal Bank of Canada (RBC) is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
We value diversity and inclusion for innovation and growth. We are 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.
