Administrative Assistant

Job Description

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 Parksville is looking for an Administrative Assistant to provide concierge level administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do? 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 What do you need to succeed? Must-have Strong Microsoft Office Suite skills 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 Exceptional verbal and written communication Comfortable performing administrative heavy duties in a fast-paced environment Nice-to-have Canadian Investment Regulatory Exam, CIRE Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) Knowledge of RBC Dominion Securities’ systems and procedures 1-3 years’ 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 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 coac

Required Skills