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Branch Operations Assistant
2 weeks ago
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**What is the opportunity?**:
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch located in Courtenay, BC is currently seeking a Branch Operations Assistant/Receptionist to provide back office support to clients, Investment Advisors, and Investment Advisor Associates.
**What will you do?**:
- Preparation of cheques, RSP/RIF withdrawals as requested (i.e. ensure that cheques are properly signed before release or mailing)
- Prepare bank deposits, deliver to bank and pick up of transit mail
- Print daily reports and distribute them accordingly
- Book-in and ship security certificates to Toronto
- Ensuring LOA’s are correctly completed with proper authorization
- Maintain standing LOA file and ensure valid/current LOA’s are on file
- Proactively advise and obtain from Assistants’ new LOA’s prior to expiry
- Assist with opening mail and distribute as per Internal Controls
- Assist with the phone coverage as required, in a courteous and professional manner
- Assist with the distribution of incoming courier bag and reports, faxes and transit mail
- Order forms and supplies
- Verifying and inputting incoming/outgoing cheques, and bank wires
- Serving customers/responding to requests made in person
- Verifying and processing all daily RSP contributions
- Provide courteous and efficient client service
- Maintain accurate branch report files
- Other admin duties as required
**What do you need to suceed?**
**Must-have**:
- Must have the ability to prioritize daily tasks, multi-task, deal with various personalities (internal and external) and be able to shift priorities and deliver results.
- Preference will be given to those who have knowledge of security cage operations, policies and procedures regarding client accounts and internal control policies.
- Responsible for participating in and adding to a positive working environment that relies on team work and a mature attitude
- Exceptional attention to detail in all aspects of job duties required
- Strong communication skills and keen attention to detail
**What’s in it for you?**
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
The expected salary range for this position is $40,000-55,000
This position may be eligible to receive a discretionary/variable incentive payment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
**Job Skills**
**Additional Job Details**-
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- **Address**:
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777 FITZGERALD AVE:COURTENAY-
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- **City**:
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Courtenay-
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- **Country**:
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Canada-
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- **Work hours/week**:
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37.5-
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- **Employment Type**:
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Full time-
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- **Platform**:
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WEALTH MANAGEMENT-
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- **Job Type**:
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Regular-
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- **Pay Type**:
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Salaried-
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- **Posted Date**:
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2025-12-02-
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- **Application Deadline**:
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2025-12-23
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.-
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