Senior Administrative Associate

RBC • Vancouver, BC

1d • CA$40,000 - CA$50,000 • Onsite

About The Position

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Vancouver Royal Centre is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as a Senior Administrative Associate. By providing ongoing, exceptional service and administrative support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant.

Requirements

• Minimum 5 years of experience in Wealth Management firm.
• Canadian Investment Regulatory Exam, CIRE.
• Strong skills working with business applications/technology, including Microsoft Office Suite.
• High quality 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.
• Exceptional verbal and written communication skills in English.

Nice To Haves

• Knowledge of RBC Dominion Securities’ systems and procedures

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service.
• Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

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
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• 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: Senior
• Education Level: No Education Listed