Associate

RBC • Vancouver, BC

3d • CA$40,000 - CA$50,000 • Onsite

About The Position

The RBC Dominion Securities main branch located in downtown Vancouver is looking for an Administrative Assistant/Associate to provide concierge level administrative support to an established Advisory team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient administrative support to both clients and the Advisor Team. This is a long-term and stable career opportunity for the right candidate.

Requirements

• 1-3 years’ administrative experience in the securities industry
• 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
• Comfortable performing administrative heavy duties in a fast-paced environment
• Strong Microsoft Office Suite skills
• Exceptional verbal and written communication

Nice To Haves

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures

Responsibilities

• Daily administrative support to the Advisor and their team
• 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.
• Follow-up on client trades to ensure proper settlement and delivery (upon licensing)
• 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.
• All other administrative duties as required

Benefits

• Competitive compensation
• Flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed