RBC Dominion Securities
wealth management
AdministrativeAssistant
“Administrative Assistant at RBC Dominion Securities. Skills: client experience, client service, communication, time management, organization. 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; ensure clients feel supported by our team; clients feel supported by our team; help our clients thrive and communities prosper; make a difference to our communities; achieve success that is mutual; make a difference and have a lasting impact on the lives of others; create value for our clients and communities
Industry & Context.
superior problem resolution skills; proactive client service
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
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.
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
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.
Draw on your social media skills to update the team’s communication channels
How You'll Work.
Team & Collaboration
collaborative, supportive culture; support to our clients and our Advisor team; efficient internal support; ensuring the Advisory team functions fluidly; each member receives the assistance they need to perform at their best; Assist the Advisor 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; work together to deliver trusted advice; work collectively; collaborative, progressive and high-performing team; 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; Respond to client inquiries in an understanding and time-efficient manner; Effectively manage incoming communications from clients, Advisors and other internal and external partners.; update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Process & Methodology
managing timelines
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