Administrative Assistant

RBC • Courtenay, BC

16d • $40,000 - $47,000 • Onsite

About The Position

What is the opportunity? The RBC Dominion Securities branch located in Courtenay, BC is looking for an Administrative & Marketing Assistant to provide administrative and marketing support to a high performing Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do? Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.). Assist the Advisor team with client onboarding. Help manage incoming communications from clients, Advisors and other internal and external partners. Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems. Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters. Support internal and external team marketing events.

Requirements

• Strong Microsoft Office Suite skills
• 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

Nice To Haves

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset
• Experience in managing web-based media.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details.
• Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
• Maintain complete and up-to-date client files within appropriate systems.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
• Support internal and external team marketing events.

Benefits

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
• We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• 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: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees