Administrative Assistant

Job title:

Administrative Assistant

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities Inc. (“RBC DS”) Branch located in Toronto is looking for an Administrative Assistant to join the Ascendant Wealth Partners team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisors.
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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?

Assist the Advisor team with client onboarding.

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

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

Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).

Help manage incoming communications from clients, Advisors and other internal and external partners.

Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for 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.

Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must Have

At least 2 years administrative experience

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

Willingness to complete the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

Nice to Have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (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, Data Entry, Data Gathering Analysis, Desktop Tools, Interpersonal Relationships, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address: 45 ST CLAIR AVE W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-11-09

Application Deadline: 2024-02-20

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.

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Expected salary

Location

Toronto, ON

Job date

Sun, 11 Feb 2024 08:15:11 GMT

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