Administrative Assistant

RBC • Halifax, NS

2d • Onsite

About The Position

RBC Dominion Securities, a leading wealth management firm, is seeking a resourceful, efficient, and collaborative Administrative Assistant for its Halifax branch. This role is crucial in providing exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and attract new clients. The Administrative Assistant will act as a key internal and external point of contact, responsible for maintaining client accounts, ensuring compliance with account administration and documentation, and assisting Investment Advisors with client portfolios and wealth management planning.

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 requests.
• Maintain existing client accounts and identify opportunities to contact clients. You will be 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.).
• Draw on your social media skills to 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, and 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: Mid Level
• Education Level: No Education Listed