Administrative Assistant

RBC • Toronto, ON

1d • Onsite

About The Position

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Toronto is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. 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.

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 skills

Nice To Haves

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• 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 request.
• Maintain existing client accounts and identify opportunities to contact clients.
• Responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• 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.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Benefits

• A comprehensive Total Rewards Program including bonuses and 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
• The chance to 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
• Number of Employees: 5,001-10,000 employees