Administrative Assistant Full-time Job

What is the opportunity?

 

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

 

The RBC Dominion Securities Inc. (“RBC DS”) Branch located in Toronto is looking for an Administrative Assistant to join the Ascendant Wealth Partners team.  You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisors.
For more information, please visit: https://ca.rbcwealthmanagement.com/web/ascendant.wealth

 

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?

• Assist the Advisor team with client onboarding.

• 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.).

• 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

• At least 2 years administrative experience

• 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

• Willingness to complete the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

 

Nice to Have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

• Knowledge of RBC Dominion Securities’ systems and procedures

• Experience in the securities industry is an asset

 

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

 

 

 

 

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Interpersonal Relationships, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Processing Software

 

Additional Job Details

45 ST CLAIR AVE W:TORONTO

TORONTO

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-02-20

Royal Bank of Canada is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 20 million clients and has more than 100,000 employees worldwide.