Administrative Coordinator

4 weeks ago

Orillia, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Royal Bank of Canada is a leading 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.

The RBC Dominion Securities branch located in Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

Key Responsibilities

  • Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests.
  • Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
  • Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Requirements

  • Strong skills in working with various business applications/technology
  • High level of time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • 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

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Job Type:

Regular

Pay Type:

Salaried

Platform:

WEALTH MANAGEMENT

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