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 branch located in Winnipeg is seeking an Associate to provide administrative support to a dynamic 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 for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• 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.
• Follow up on client trades to ensure proper settlement and delivery
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

 

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 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 skills in English

 

Nice-to-have

• 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, 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 service

 

 

Job Skills

 

 

 

Additional Job Details

201 PORTAGE AVE:WINNIPEG

WINNIPEG

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-03-30

Canadian Pacific Railway is a prominent transportation company which is specializing in freight transportation. The company operates an extensive network of railroads that connect major cities and industries across Canada and the United States. Known for its efficient logistics and advanced technology, Canadian Pacific Railway continues to be a driving force in facilitating the movement of goods, fostering economic growth, and maintaining a strong presence in the market.