RBC Dominion Securities
wealth management
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at RBC Dominion Securities. Skills: client experience, client account administration, client service, time management, organizational skills, Bilingualism (English and French). 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.”
What You'll Achieve.
help our team deepen existing relationships and welcome new clients to the firm; ensure the advisory team functions fluidly and that each member receives the assistance they need to perform at their best; clients feel supported by our team; ensure client files and other necessary documentation are accurate, up to date, and compliant
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.
Impact client experience through execution of client account administration
including account opening
and efficient resolution of client requests.
Maintain existing client accounts and identify opportunities to contact clients.
Become well-versed in internal controls and industry regulatory requirements
ensuring client files and other necessary documentation are accurate
Respond to client inquiries in an understanding and time-efficient manner (account transactions
account documentation
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
and other internal and external partners.
Draw on your social media skills to update the team’s communication channels
How You'll Work.
Team & Collaboration
collaborative individual to join our leading wealth management firm; providing ongoing, exceptional service and support to our clients and our advisory team; ensuring the advisory team functions fluidly and that each member receives the assistance they need to perform at their best; Assist the advisory team in welcoming and onboarding new clients; coordinate and prepare meetings for advisors with their clients/prospects; Effectively manage incoming communications from clients, advisors, and other internal and external partners; update the team’s communication channels; working together to deliver trusted advice; Work in a dynamic, collaborative, progressive, and high-performing team
Communication Scope
Bilingualism (English and French) required; social media skills
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 Montréal Uptown 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 y
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