Branch Operations Assistant

RBC • Lethbridge, AB

3d • Onsite

About The Position

The Branch Operations Assistant is the first line of support and problem resolution for selected products and services. The successful candidate will apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

Requirements

• Meticulous attention to detail and excellent time management skills
• Strong Microsoft Office skills
• A professional approach to all situations to create a positive working environment
• Ability to complete duties independently seeking out own answers and solutions

Nice To Haves

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

Responsibilities

• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Provide attentive and accurate service to clients and respond to their needs.
• Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.
• Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.
• Answering inbound customer service calls.
• Providing entry-level troubleshooting and redirecting phone calls when appropriate.
• Identifying order issues and determining appropriate course of action for effective resolution.
• Obtaining initial loss information from customers and beginning claims processing.
• Addressing minor coverage issues and resolving minor complaints.
• Ensuring all customer communication is clearly documented.

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: Entry Level
• Education Level: No Education Listed