Administrative Assistant

RBC • Vaughan, ON

11d • CA$40,000 - CA$60,000 • 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 Vaughan branch. This role is crucial in providing ongoing, exceptional service and support to clients and the Advisor team, aiming to deepen existing relationships and welcome new clients. The Administrative Assistant will ensure 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 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

Responsibilities

• Execute client account administration, including account opening, account maintenance, and efficient resolution of client requests to impact client experience.
• Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to ensure clients feel supported.
• Ensure client files and documentation are accurate, up-to-date, and compliant with internal controls and industry regulatory requirements.
• Respond to client inquiries (account transactions, requests, account documentation, account reporting) in an understanding and time-efficient manner.
• Assist the Advisor team in welcoming and onboarding new clients.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service using problem-resolution skills.
• Manage incoming communications from clients, Advisors, and other internal and external partners.
• Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters, using social media skills.

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