Branch Operations Assistant

**Job Summary**

**What is the Opportunity?**

The role is provides Branch Operations support to DS clients, Branch Management Team, Investment Advisors and Investment Advisor Associates. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

**What will you do?**
- Responsible for processing all branch cash transactions, including cheques, Bankwires and for processing physical securities
- Ensure Branch and Cage reports are prepared, reviewed (where assigned), distributed and/or presented to Branch Management for review.
- Manage the filing for all branch operations related reports and documents, oversee branch retention of documents in accordance with internal controls
- Account opening approvals, this includes reviewing documentation and scanning forms into the documentation workflow system, pulling documentation for branch staff as needed
- Reception - answering phones and greeting clients
- Support branch management team with administrative functions: order management of the office supplies; boardroom scheduling, providing support to Branch Administrators when needed, assisting in ordering lunch for branch presentations, support with premises management
- Assist with special branch projects for the teams including regulatory projects & firm-lead initiatives
- Co-ordinate with Advisor/Branch for any client events, manage invitations & logistics & event execution
- Learn the administration aspects of the Associate role (account opening, forms, trading & reports) at a basic level
- Cover Associate vacations

**What do you need to succeed?**

**Must-have**
- High quality 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
- Exceptional verbal and written communication skills in

**Nice to have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

**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

**Job Skills**

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative

**Additional Job Details**

**Address**:
1 1 ST:COLLINGWOOD

**City**:
COLLINGWOOD

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-18

**Application Deadline**:
**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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