Administrative Assistant

Job Description

Job Description What is the opportunity? The RBC Dominion Securities branch located in Toronto, ON is looking for an Administrative Assistant to provide administrative support to a high performing Advisory Team. By providing ongoing, exceptional service and support to our clients and our Advisor 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 request. 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 is 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 Advisor 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. What do you need to succeed? Must-have Strong skills in working with various business applications/technology 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 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 potential, making a difference to our communities, and achieving success that is mutual. 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

Required Skills