Financial Services Coordinator
3 weeks ago
About the Opportunity:
We are seeking an experienced Financial Services Coordinator to join our team in Ottawa. As a key member of our Advisory Team, you will be responsible for providing administrative support and exceptional client service to our clients.
Job Description:
- Coordinate meetings and events for Advisors with clients and prospects
- Provide proactive client service, focusing on problem resolution and attention to detail
- Respond to client inquiries, including account transactions, tax receipts, and account reporting
- Assist with client onboarding and manage incoming communications from clients, Advisors, and other partners
- Maintain accurate and up-to-date documentation, ensuring compliance with internal controls and industry regulations
Requirements:
- Certified Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills, with high level of time management and organization
- Demonstrated exceptional client service skills, with strong verbal and written communication in English
What We Offer:
- A competitive salary range of $60,000 - $80,000 per year, depending on experience
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, and stock options
- Leadership opportunities for career growth and development
- A dynamic, collaborative, and progressive work environment
About Us:
Royal Bank of Canada is a leading financial institution dedicated to delivering trusted advice and services to our clients. We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels welcome and empowered to succeed.
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