RBC Dominion Securities

wealth management

AdministrativeAssistant

$37–47k Vancouver, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Administrative Assistant at RBC Dominion Securities. Skills: client service, time management, organization skills, communication. Coordinate and prepare meetings for Advisors with their clients/prospects.. Provide proactive client service with a focus on problem resolution and attention to details.”

What You'll Achieve.

help our clients achieve their financial goals; help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Industry & Context.

wealth management
Problems you'll solve

problem resolution

What They're Looking For.

Must Have

Microsoft Office Suite skills, 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

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or IR licensed, Knowledge of RBC Dominion Securities’ systems and procedures, Experience in the securities industry is an asset

What You'll Do.

Coordinate and prepare meetings for Advisors with their clients/prospects.

Provide proactive client service with a focus on problem resolution and attention to details.

Liaise with various departments for execution

Respond to client inquiries (account transactions

requests account documentation

Assist the Advisor team with client onboarding.

Help manage incoming communications from clients

Advisors and other internal and external partners.

Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts

Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.

Maintain complete and up-to-date client files within appropriate systems.

Help update team’s communication channels: websites

How You'll Work.

Team & Collaboration

Liaise with various departments for execution, where necessary.; Help manage incoming communications from clients, Advisors and other internal and external partners.; Work in a dynamic, collaborative, progressive and high-performing team

Communication Scope

Exceptional verbal and written communication in English

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 Kerrisdale, Vancouver BC, is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do? * Coordinate and prepare meetings for Advisors with their clients/prospects. * Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. * Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.). * Assist the Advisor team with client onboarding. * Help manage incoming communications from clients, Advisors and other internal and external partners. * Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts * Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems. * Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Must-have * Strong Microsoft Office Suite skills * 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 * Completion of the C

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