Administrative Assistant

RBC • Montreal, QC

3d • Onsite

About The Position

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities Montréal Uptown branch 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 advisory 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 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, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

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.
• Manage 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 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.
• 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.

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
• 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: Mid Level
• Education Level: No Education Listed