RBC Dominion Securities
wealth management
AdministrativeAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Administrative Assistant at RBC Dominion Securities. Skills: Customer Service, Time Management. 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.”
What You'll Achieve.
help our clients achieve their financial goals; deepen existing relationships; welcome new clients to the firm; ensure the Advisory team functions fluidly; each member receives the assistance they need to perform at their best; clients feel supported by our team; client files and other necessary documentation is accurate, up-to-date and compliant; 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
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.
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.
How You'll Work.
Team & Collaboration
cross-functional coordination; vendor/stakeholder management
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 Toronto 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 Advisor 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 request. * 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.). * Assist the Advisor team in welcoming and onboarding new clients. **What do you need to succeed?** **Must-have** * Strong 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
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