Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in Vancouver on Thurlow is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.
What will you do?
Prepare account opening documentation
Follow up on documentation with clients or back office as required
Follow up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
Maintain all pending plan transfers to ensure proper settlement and delivery
Schedule portfolio reviews
Prepare client review materials, correspondence and reports
Utilize contact management system for daily task management and client record-keeping
Assist in filing and preparing mailings such as seminars, newsletters and information packages.
Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.
What do you need to succeed?
Must-have
Administrative experience
Exceptional communication skills
High attention to detail
Ability to work under pressure meeting strict deadlines
Experience using Microsoft Office
Exceptional organizational skills
Nice-to-have
Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
Financial industry knowledge
Minimum 1-2 years Investment Industry experience
Proficiency in Excel
What’s in it for you?
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 which include competitive compensation and 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
The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
