RBC Dominion Securities

wealth management

AdministrativeAssistant

Brossard, Quebec, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

wealth management
Problems you'll solve

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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