Associate/Administrative Assistant

Job title:

Associate/Administrative Assistant

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?
The RBC Dominion Securities Abbotsford branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.What will you do?

• Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
• Follow-up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
• Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor
• Utilize contact management system for daily task management
• Respond to client account inquiries and remain accountable to follow up, as required
• Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
• Provide world class client service to our valued clients
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
• Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
• Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
• Liaise with branch management team for updates on and progress with wealth management initiatives

What do you need to succeed?

• Successful completion of CSC/CPH
• Exceptional client service skills and experience
• Administrative experience preferably from another firm

Nice-to-have

• Knowledge around Dominion Securities systems an asset
• Undergraduate degree
• The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
• Past experience with PIM trading execution

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

The expected base salary range for this particular position is $37,400 – $50,000 — depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.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 Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job DetailsAddress: 2001 MCCALLUM RD:ABBOTSFORDCity: ABBOTSFORDCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-01-06Application Deadline: 2025-02-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

Expected salary

$37400 – 50000 per year

Location

Abbotsford, BC

Job date

Wed, 08 Jan 2025 05:19:45 GMT

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