Administrative Assistant

Job Description

What is the opportunity?

RBC Dominion Securities is a 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 Red Deer 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.

What will you do?

• Coordinate and prepare meetings for Advisors with their clients/prospects.

• Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.

• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

• Assist the Advisor team with client onboarding and maintenance of existing client accounts.

• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

• Provide support on assigned projects, conducting research, and sharing information with the team.

What do you need to succeed?

Must have

• Strong Microsoft Office Suite skills

• 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

• Exceptional verbal and written communication skills

Nice to have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

• Knowledge of RBC Dominion Securities' systems and procedures

• Experience in the securities industry is an asset

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

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

ST:RED DEER

City:

Red Deer

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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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