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Administrative Assistant

2 weeks ago

Parksville, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
This is a 1 year contract with possibility of extension.

**What will you do?**:

- Prepare account opening documentation
- Follow up on documentation with clients or back office as required
- Follow up on client trades to ensure proper settlement and delivery
- Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
- Maintain all pending plan transfers to ensure proper settlement and delivery
- Schedule portfolio reviews
- Prepare client review materials, correspondence and reports
- Utilize contact management system for daily task management and client record-keeping
- Assist in filing and preparing mailings such as seminars, newsletters and information packages.
- Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

**What do you need to succeed?**

**Must-have**:

- Administrative experience
- Exceptional communication skills
- High attention to detail
- Ability to work under pressure meeting strict deadlines
- Experience using Microsoft Office
- Exceptional organizational skills

**Nice-to-have**:

- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
- Financial industry knowledge
- Minimum 1-2 years Investment Industry experience
- Proficiency in Excel

**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.
- 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 services

The expected hourly rate for this position will be $25/hour.

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**

**Address**:
152 ALBERNI HWY:PARKSVILLE

**City**:
PARKSVILLE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Contract (Fixed Term)

**Pay Type**:
Salaried

**Posted Date**:
2025-05-23

**Application Deadline**:
2025-06-07

**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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