RBC Dominion Securities
wealth management
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at RBC Dominion Securities. Skills: client service, time management, organizational skills, bilingualism. execution of client account administration. account opening”
What You'll Achieve.
help our team deepen existing relationships and welcome new clients to the firm; ensure clients feel supported by our team; clients thrive and communities prosper
Industry & Context.
superior problem resolution skills
What They're Looking For.
Must Have
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
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 You'll Do.
execution of client account administration
efficient resolution of client requests
Maintain existing client accounts
identify opportunities to contact clients
managing timelines and key dates for accounts
ensuring client files and other necessary documentation are accurate
Respond to client inquiries
Assist the advisory team in welcoming and onboarding new clients
coordinate and prepare meetings for advisors with their clients/prospects
provide proactive client service
Effectively manage incoming communications from clients
and other internal and external partners
update the team’s communication channels
How You'll Work.
Team & Collaboration
cross-functional coordination; collaborative individual; support to our clients and our advisory team; efficient internal support; ensuring the advisory team functions fluidly; each member receives the assistance they need; work with RBC partners and/or employees across Canada
Communication Scope
Bilingualism (English and French) required; manage incoming communications
Full 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 Brossard 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 soc
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