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, Communication Skills. Impact client experience through execution of client account administration. Maintain existing client accounts and identify opportunities”
What You'll Achieve.
help our clients achieve their financial goals; help our team deepen existing relationships; welcome new clients to the firm; help ensure clients feel supported by our team; help our clients thrive and communities prosper
Industry & Context.
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 skills
Nice to Have
Completion of Industry Investment Representative licensing requirements (6 month requirement if not already obtained), 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
Maintain existing client accounts and identify opportunities
Become well-versed in internal controls and industry regulatory requirements
Respond to client inquiries in an understanding and time-efficient manner
Draw on your social media skills to update communication channels
How You'll Work.
Team & Collaboration
work together to deliver trusted advice; work collectively to reach our potential; collaborative, progressive, and high-performing team
Communication Scope
Exceptional verbal and written communication skills
Full Job Description
**_Job Description_** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Saskatoon is looking for a resourceful, efficient 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 Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. **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 is 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.). * Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. **What do you need to succeed?** **Must-have** * Strong skills in working with various business a
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