Branch Operations Assistant

4 weeks ago

Collingwood, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

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

  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • 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, Taking 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:

2024-05-27

Application Deadline:

2024-06-15

Inclusion 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.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Branch Operations Assistant

    2 weeks ago

    Collingwood, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Branch Operations Assistant

    4 weeks ago

    Collingwood, Canada Royal Bank of Canada Full time

    **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...

  • Branch Operations Assistant

    3 days ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat 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 Operations Assistant

    4 weeks ago

    COLLINGWOOD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Branch Operations Assistant

    3 weeks ago

    COLLINGWOOD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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...

  • Assistant Branch Manager Trainee

    2 months ago

    Collingwood, Canada TD Bank Full time

    411088BR Retail Banking - Financial Services Collingwood, ON June 5, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Branch Manager

    1 week ago

    Collingwood, Canada Noble Corporation Full time

    Overview: **Job Overview**: At Noble, we help our customers’ businesses succeed by investing in our most important asset: our teammates! **Enjoy a rewarding career at our** **Collingwood** **Branch as a Branch Manager! We are in business to help our customers succeed!** The Branch Manager will be responsible for leading and inspiring their team to...

  • Operations Manager

    3 weeks ago

    Collingwood, Canada BELFOR CANADA INC. Full time

    **Position Overview** Reporting to the General Manager, the Operations Manager is a leadership role that supports the management team. This position’s primary responsibility is ensuring organizational and financial effectiveness of the branch. The Operations Manager is responsible for ensuring and improving the performance, productivity, efficiency and...

  • Operations Manager

    4 days ago

    Collingwood, Ontario, Canada BELFOR CANADA INC. Full time

    Position OverviewReporting to the General Manager, the Operations Manager is a leadership role that supports the management team. This position's primary responsibility is ensuring organizational and financial effectiveness of the branch. The Operations Manager is responsible for ensuring and improving the performance, productivity, efficiency and...

  • Client Service Assistant

    2 weeks ago

    Collingwood, Canada BMO Financial Group Full time

    115 Hurontario St 4th Fl Collingwood Ontario,L9Y 2L9 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social...

  • Assistant General Manager

    3 weeks ago

    Collingwood, Canada Turner Hospitality Group Full time

    **Turner Hospitality Group** Blue Mountain / Collingwood / Thornbury, Ontario Refined Casual Dining - Growth Potential **Mother Tongue/ Magnone's Italian Kitchen/ Twist Kitchen & Cocktail/ Winifred's English Pub/ Poppy's French Bistro** We're searching for an Assistant General Manager that has the skills and the hospitality to be an asset to our...

  • Driver/warehouse

    2 weeks ago

    Collingwood, Canada City Electric Supply Canada Full time

    Join our vibrant team at City Electric Supply as a Driver/Warehouse and embark on an exciting new career adventure! We're not just another company; we're a family-owned electrical wholesaler with a global reach and a local touch. If you're a friendly, motivated individual who thrives on providing incredible customer service, then we've got the perfect...

  • Dz Driver

    2 weeks ago

    Collingwood, Canada Cooper Equipment Rentals Full time

    **Build your Career at Cooper Equipment Rentals** We are looking for a _**customer-oriented**_, _**motivated **_individual to join our professional team as a **DZ Driver **at our **Used Equipment **branch located in **Stayner, ON**. - **Please note, to be considered for this position applicants should currently be residing in Canada and legally entitled to...

  • Dz Driver

    4 days ago

    Collingwood, Ontario, Canada Cooper Equipment Rentals Full time

    Build your Career at Cooper Equipment RentalsWe are looking for a _customer-oriented_, _motivated _individual to join our professional team as a DZ Driver at our Used Equipment branch located in Stayner, ON.- Please note, to be considered for this position applicants should currently be residing in Canada and legally entitled to work._Why Work with Us? Perks...

  • Line Operator

    2 months ago

    Collingwood, Canada Les Aliments Reinhart Limited Full time

    Reinhart Foods Ltd. is a family business, with over 100 years of experience in delivering quality products (GFSI FSSC 22000 certified) and superior service to North American markets. Reinhart is Canada's leading producer of vinegars, hard ciders, maraschino cherries, glace fruit, Dates, and a respected name in the baking ingredient & supply industry....

  • Line Operator

    4 days ago

    Collingwood, Ontario, Canada Les Aliments Reinhart Limited Full time

    Reinhart Foods Ltd. is a family business, with over 100 years of experience in delivering quality products (GFSI FSSC 22000 certified) and superior service to North American markets. Reinhart is Canada's leading producer of vinegars, hard ciders, maraschino cherries, glace fruit, Dates, and a respected name in the baking ingredient & supply industry....

  • Heavy Equipment Operator

    2 months ago

    Collingwood, Canada JT Excavating ltd Full time

    **Position: Equipment Operator** The Equipment Operator will be responsible for the safe operation of a variety of equipment. This position requires a person who is able to work safely at a variety of heights and work with heavy equipment. The Equipment Operator will also be responsible for the clean up of the equipment after use. **Core Duties &...

  • Machine Operator

    4 weeks ago

    Collingwood, Canada MACLEAN ENGINEERING & MARKETING CO. LIMITED Full time

    **POSITION TITLE: Machine Operator (Metal Fabricator)** **LOCATION: Collingwood, Ontario** **SHIFT: AFTERNOON SHIFT** MacLean Engineering is looking for a skilled and experienced **Machine Operator **to join our growing production team in **Collingwood, Ontario**. If you are looking to be challenged, valued, and rewarded with a competitive compensation...

  • Machine Operator

    2 weeks ago

    Collingwood, Canada MACLEAN ENGINEERING & MARKETING CO. LIMITED Full time

    **POSITION TITLE: Machine Operator (Metal Fabricator)** **LOCATION: Collingwood, Ontario** **SHIFT: AFTERNOON SHIFT** MacLean Engineering is looking for a skilled and experienced **Machine Operator **to join our growing production team in **Collingwood, Ontario**. If you are looking to be challenged, valued, and rewarded with a competitive compensation...

  • Warehouse Operator

    3 weeks ago

    Collingwood, Canada Sazerac Company Full time

    Sazerac Company Overview: Build your career at Sazerac! With almost 400 years of rich history, Sazerac Company has thrived as an independent, American family-owned company with operations in the United States and around the world. Since the 2000s, Sazerac has averaged double digit growth every year! Sazerac Company produces and markets the most award-winning...