Rbc

Finance / FinServ

Associate

$40–50k Vancouver, British Columbia, Canada; Squamish, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Associate at Rbc. Skills: Administrative support, Client service, Organization skills, Communication skills. Daily administrative support to the Advisor and their team. Coordinate and prepare meetings for Advisors with their clients/prospects”

Industry & Context.

Finance / FinServ
Problems you'll solve

Problem resolution

What They're Looking For.

Must Have

1-3 years’ administrative experience in the securities industry, 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, Comfortable performing administrative heavy duties in a fast-paced environment, Microsoft Office Suite skills, Exceptional verbal and written communication

Nice to Have

Canadian Investment Regulatory Exam, CIRE, Knowledge of RBC Dominion Securities’ systems and procedures

What You'll Do.

Daily administrative support to the Advisor and their team

Coordinate and prepare meetings for Advisors with their clients/prospects

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

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

Follow-up on client trades to ensure proper settlement and delivery (upon licensing)

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

All other administrative duties as required

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

Full Job Description

**_Job Description_** **What is the opportunity?** The RBC Dominion Securities main branch located in downtown Vancouver is looking for an Administrative Assistant/Associate to provide concierge level administrative support to an established Advisory team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient administrative support to both clients and the Advisor Team. This is a long-term and stable career opportunity for the right candidate. **What will you do?** * Daily administrative support to the Advisor and their team * 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. * Follow-up on client trades to ensure proper settlement and delivery (upon licensing) * 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. * All other administrative duties as required **What do you need to succeed?** **Must-have** * 1-3 years’ administrative experience in the securities industry * 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 * Comfortable performing

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