Administrative Assistant

Royal Bank of CanadaBrossard, QC
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 for its Brossard branch. This role is crucial in providing exceptional service and support to clients and the advisory team, aiming to deepen existing relationships and welcome new clients. The position ensures the advisory team functions smoothly by offering efficient internal support, enabling each member to perform at their best.

Requirements

  • Strong skills in working with various business applications/technology
  • High level of time management and organizational skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Bilingualism (English and French) required

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 requests.
  • Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates for accounts to ensure clients feel supported.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are 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 advisory 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.
  • 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, etc., using social media skills.

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • World-class training program in financial services

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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