RBC Dominion Securities
wealth management
AdministrativeAssistant
“Administrative Assistant at RBC Dominion Securities. Skills: client service, time management, organization skills, communication. Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.. Maintain existing client accounts and identify opportunities to contact clients.”
Industry & Context.
superior problem resolution skills; Group Problem Solving
What They're Looking For.
Must Have
skills in working with various business applications/technology, High level of time management and organization skills, Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients, Exceptional verbal and written communication in English
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
account maintenance and efficient resolution of client request.
Maintain existing client accounts and identify opportunities to contact clients.
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 is accurate
up-to-date and compliant.
Respond to client inquiries in an understanding and time-efficient manner (account transactions
account documentation
Assist the Advisor 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.
How You'll Work.
Team & Collaboration
cross-functional coordination; vendor/stakeholder management; collaborative, supportive culture; work together to deliver trusted advice; work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper; work hard to reach our potential; work together; collaborate; collaborative, progressive, and high-performing team; Collaboration; Respect; Excellence; winning together as One RBC; inclusive workplace that has diverse perspectives; workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally
Communication Scope
Exceptional verbal and written communication in English
Process & Methodology
process management
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