Administrative Assistant / Associate

RBC • Nanaimo, BC

11d • CA$40,000 - CA$50,000 • Onsite

About The Position

RBC Dominion Securities, Canada's leading full-service investment and wealth management firm, is seeking a resourceful, empathetic, and collaborative Administrative Assistant / Associate for its Nanaimo branch. This role is crucial in providing ongoing, exceptional service and support to clients and the Advisor team, aiming to deepen existing relationships and welcome new clients. The position ensures the Advisory team functions fluidly by offering efficient internal support, allowing each member to perform at their best.

Requirements

• Strong skills in working with various business applications/technology
• 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

Nice To Haves

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• 1-3 years of experience in the securities industry is an asset

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client requests.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service by leveraging problem resolution skills.
• Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters, using social media skills.

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• 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
• 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