Administrative Assistant

Job Description

Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities Pointe-Claire branch is looking for a resourceful, empathetic, and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional service and support to our clients and our advisory team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the advisory team functions fluidly and that each member receives the assistance they need to perform at their best. What will you do? Impact client experience through execution of client account administration, including account opening, account maintenance, and efficient resolution of client requests. 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. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up to date, and compliant. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Assist the advisory team in welcoming and onboarding new clients. Leverage your passion for planning to coordinate and prepare meetings for advisors with their clients/prospects. Tap into your superior problem resolution skills to provide proactive client service. Effectively manage incoming communications from clients, advisors, and other internal and external partners. Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters, etc. What do you need to succeed? Must-have Strong skills in working with various business applications/technology High level of time management and organizational skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs Nice-to-have Canadian Investment Regulatory Exam (CIRE) Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset 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 p

Required Skills