Administrative Assistant

Job title:

Administrative Assistant

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Aurora, ON is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisors, and branch support.You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Teams.What will you do?

• 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.).
• Assist the Advisor with client onboarding.
• 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.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Respond to incoming inquiries from prospective clients to answer questions

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 in English
• Aptitude to build quality relationships

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

Job Skills Customer Service, Data Entry, Desktop Tools, Detail-Oriented, Group Problem Solving, Interpersonal Relationships, Microsoft Office, Teamwork, Time Management, Wealth Management, Word Processing SoftwareAdditional Job DetailsAddress: 14785 YONGE ST:AURORACity: AURORACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-06-04Application Deadline: 2024-06-22Inclusion 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

Location

Aurora, ON

Job date

Thu, 06 Jun 2024 01:22:40 GMT

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