Branch Operations Associate
Listed on 2026-01-20
-
Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description What is the opportunity?
The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Associate to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.
Whatwill you do?
- Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.
- Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning
- Provide attentive and accurate service to clients and respond to their needs
- Assist with upholding IA teams business and client service plan, and client review schedule
- Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)
- Completion of the Canadian Securities
CSC) and Conduct & Practices Handbook (CPH) - Meticulous attention to detail and excellent time management skills
- Exceptional written and verbal communication skills
- Excellent organizational and multitasking skills—keep track of multiple projects
- Excellent time-management skills, must be able to work under tight deadlines
- Ability to complete duties independently seeking out own answers and solutions
- A professional approach to all situations to create a positive working environment
- Ability to complete duties independently seeking out own answers and solutions
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Experience in the securities industry is an asset
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.
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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Customer Interactions
- Customer Service
- Customer Service Administration
- Customer Support Operations
- Followership
- Interpersonal Relationships
- Office Tools
- Problem Management
- Self-Service and Virtual Call Centers
- Teamwork
- Address: 274 LYNDEN RD:
BRANTFORD - City:
Brantford - Country:
Canada - Work hours/week: 37.5
- Employment Type:
Full time - Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type:
Salaried - Posted Date:
- Final date to receive applications:
- Note:
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above - Pay Range:
The expected pay range for this position is: $40,000.00 - $55,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed.
RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet…
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