Administrative and Marketing Assistant

RBC • Courtenay, BC

4d • CA$50,000 - CA$60,000 • Onsite

About The Position

The RBC Dominion Securities branch located in Courtenay, BC is looking for an Administrative & Marketing Assistant to provide administrative and marketing support to a high performing Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Requirements

• 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

Nice To Haves

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset
• Experience in managing web-based media.

Responsibilities

• 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.).
• Assist the Advisor team 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.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
• Support internal and external team marketing events.

Benefits

• flexible benefits
• competitive compensation
• 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 services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed