Branch Operations Assistant
4 weeks ago
Job Title: Branch Operations Assistant
Job Summary:
We are seeking a highly organized and detail-oriented Branch Operations Assistant to join our team at RBC Dominion Securities Inc. As a Branch Operations Assistant, you will provide critical support to our Branch Management Team, Investment Advisors, and Investment Advisor Associates.
Key Responsibilities:
- Process all branch cash transactions, including cheques, Bankwires, and physical securities.
- Prepare, review, and distribute Branch and Cage reports.
- Manage the filing of all branch operations-related reports and documents.
- Account opening approvals, including reviewing documentation and scanning forms into the documentation workflow system.
- Reception duties, including answering phones and greeting clients.
- Support branch management with administrative functions, such as order management of office supplies and boardroom scheduling.
- Assist with special branch projects, including regulatory projects and firm-led initiatives.
- Coordinate with Advisor/Branch for client events, manage invitations, and logistics.
- Learn the administration aspects of the Associate role at a basic level.
- Cover Associate vacations.
Requirements:
- 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.
- Exceptional verbal and written communication skills.
What's in it for you?
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You'll have the ability to make a difference and lasting impact in a dynamic, collaborative, progressive, and high-performing team.
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Branch Operations Assistant
4 weeks ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob SummaryThe Branch Operations Assistant plays a vital role in supporting the Branch Management Team, Investment Advisors, and Investment Advisor Associates. This position ensures the branch adheres to procedures outlined in Internal Controls policies and regulatory requirements.Key ResponsibilitiesProcess all branch cash transactions, including cheques,...
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Branch Operations Assistant
4 weeks ago
Collingwood, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionWhat is the Opportunity?The role provides support to the Branch Operations team, ensuring the branch is following procedures as outlined in the Internal Controls policies and regulatory requirements.What will you do?Process all branch cash transactions, including cheques and Bankwires.Prepare, review, and distribute Branch and Cage...
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Branch Operations Assistant
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