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Administrative Assistant

November 24 2021
Industries Bank, Insurance, Financial services
Categories Administrative assistant, Administrative, Clerical, Bank, Insurance, Financial Services
New Westminster, BC

What is the opportunity?
The RBC Dominion Securities branch located in New Westminster, BC is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisors. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?
• Prepare account opening documentation
• Follow up on documentation with clients or back office as required
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Maintain all pending plan transfers to ensure proper settlement and delivery
• Schedule portfolio reviews
• Prepare client review materials, correspondence and reports
• Utilize contact management system for daily task management and client record-keeping
• Assist in filing and preparing mailings such as seminars, newsletters and information packages.

What do you need to succeed?
Must-have

• Administrative experience
• Exceptional communication skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills

Nice-to-have
• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
• Financial industry knowledge
• Minimum 1-2 years Investment Industry experience

What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

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JOB SUMMARY
City: New Westminster
Address: 960 Quayside Dr - 2nd Flr
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 12/30/2021
Platform: Wealth Management

Req ID: 433517
Ad Code(s):

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