Financial Services Coordinator

3 weeks ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time

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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