Senior Associate

Job title:

Senior Associate

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

A RBC Dominion Securities branch located in downtown Toronto is seeking a Senior Associate to join a Top Tier Executive Council Team.

The team is looking for an Associate to share the responsibility of managing the full suite of client service and administrative needs for their $1B+ book of business. This role is ideally suited to an experienced Associate who will thrive in a fast-paced and dynamic environment, can apply critical thinking and problem-solving skills to their daily tasks and enjoys the challenge of jumping into a very busy team.

What will you do?

Provide superior service to all client inquiries and requests made in person, on the phone and by email in a timely manner.

Engage in the client onboarding experience including account opening, transfers, online access activation using the COB and Salesforce systems.

Take the lead on all administrative tasks related to managing client households and client cash flow requirements.

Estate processing and disbursement.

Review daily transaction activity to ensure accuracy of previous day’s transaction processing and to maintain knowledge of ongoing client account activity using ClientLink and BTS systems.

Schedule client meetings and prepare all documents for client portfolio review meetings.

Execution and follow-up on all client trading activity as directed by the Portfolio Manager.

Follow-up with clients on outstanding or actionable items.

Provide clients and their Accountants with tax reporting and corporate year-end reporting information as needed.

Actively participate and contribute to weekly team meetings.

Keep up to date on new technology, new processes, attend Value Added Calls as needed.

And more!

What do you need to succeed?

Must Have

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

Superior attention to detail and the ability to prioritize daily tasks

Ability to quickly shift priorities, deliver results, and maintain deadlines

Excellent verbal and written communication skills

Strong organizational skills

The ability to take initiative and effectively work independently

Minimum of 5 years of related industry experience

Strong Microsoft Office Suite skills

Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal control policies and regulatory policies

Nice to Have

Experience working with a discretionary portfolio management team

Undergraduate Degree

What’s in it for you?

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

A world-class training program in financial service

Job Skills Communication, Documentations, Microsoft Office, Organizing, Proactive Approach, Problem Resolution, Teamwork, Time Management, Written Communication

Additional Job Details

Address: BAY WELLINGTON TOWER, 181 BAY ST: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: 2024-01-24

Application Deadline: 2024-02-12

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

Thu, 25 Jan 2024 23:38:41 GMT

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