Administrative Assistant

Job Description

What is the opportunity?With C $217 billion in assets under administration, RBC Dominion Securities is the Canadian leader in wealth management for affluent and high net worth investors, on both a discretionary and non-discretionary basis. While investment management is the core offering, our 1,500 investment professionals also provide a full scope of wealth management advice and solutions, such as insurance, retirement, estate and tax planning and charitable giving to help our clients preserve, grow and transfer their wealth to succeeding generations.

The RBC Dominion Securities Branch located in Campbell River, BC is looking for an Administrative Assistant to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.

This is a 1 year maternity leave coverage with the possibility of being made permanent.
Key Accountabilities:Client Service:

Input and follow-up on client orders as directed by IA’s

Meet and greet prospects and clients

Investigate and follow-up on all client inquiries

Utilize contact management system for all necessary follow up

Administrative:

Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate

Follow-up on client trades to ensure proper settlement and delivery

Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports

Maintain client files

Ensure clients’ accurate and timely completion of all necessary documentation and forward to appropriate Branch contact

Utilize contact management system for daily task management

Documentation & New Accounts Openings

Research

Clerical:

Print reports and distribute them accordingly

Faxing and photocopying

Word processing

What do you need to succeed?

Ability to prioritize daily tasks

Ensure daily communication with your Investment Advisors

Ability to deliver results with shifting priorities

Ability to deal with varying personalities with internal and external clients

Knowledge/

Experience:

Canadian Investment Regulatory Exam, CIRE

Excellent command of English language

Good telephone manner

Strong customer service

Excellent organizational skills

Ability to successfully multi-task

Strong Microsoft Office skills

Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal control policies (preferred)

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

A world-class training program in financial service

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $45,000.This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

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
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details

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