2 Jobs Found
Administrative Assistant Full-time Job
Administrative Jobs OrilliaJob Details
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 Orillia is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.
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?
- Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Assist the Advisor team in welcoming and onboarding new clients.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Tap into your superior problem resolution skills to provide proactive client service.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
What do you need to succeed?
Must-have
- Strong skills in working with various business applications/technology
- 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
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
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
19 FRONT ST N:ORILLIA
City:
ORILLIA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Application Deadline:
2024-11-02
Administrative Assistant
Royal Bank Of Canada
Orillia - 47.36kmAdministrative Jobs Full-time
Learn More
Administrative Assistant Full-time Job
Administrative Jobs OrilliaJob Details
Apply By: Thursday, May 2, 2024 11:59 pm EDT
What can I expect to do in this role?
Provide clerical and administrative support ensuring the efficient daily operation of the office, while operating within standard operating policies, procedures, and practices.
How do I qualify?
Mandatory
• Ability to pass an OPP background/ security investigation.
Knowledge, Skills and Abilities:
• Knowledge and skill to utilize the Microsoft's Office Suite (e.g., Word, Excel, PowerPoint, Outlook) to produce correspondence, reports, memoranda, presentations with graphics, and maintain records as well as specific computer programs related to finance, human resources, time capture, and payroll.
• Knowledge of standards and policies related to effective records management.
• Ability to complete all administrative and clerical duties such as preparation of correspondence/presentations/ reports, making purchases and processing expenses.
• Ability to organize and prioritize work/tasks.
• Analytical and problem solving skills to identify and resolve discrepancies relating to attendance credits, invoices and expense claims by referring to administrative procedures or guidelines.
• Oral communication and interpersonal skills to answer telephone calls, greet visitors and to respond to general enquiries about the program area or to transfer calls to appropriate staff and to deal with external contacts for the coordinating of travel, conference and accommodations.
• Ability to exercise sensitivity, tact and diplomacy in handling confidential information and while greeting and responding to requests for information from various individuals.
• Written communication skills to compose a variety of correspondence and reports.
Additional Information:
Interested applicants are encouraged to apply even if they do not meet every requirement in this job posting.
Application Instructions:
Resume / cover letter must be received no later than 11:59 pm on the closing date. Submit quoting WIN ID # (if applicable) and file # 24-053 showing how your qualifications, training and experience relate to the position to: S/Sgt. Laura West - 777 Memorial Ave, Orillia, ON L3V 7V3.
Only those applicants selected for interview will be contacted.
Telephone: 705-329-7664
Email: [email protected]
Administrative Assistant
Government Of Ontario
Orillia - 47.36kmAdministrative Jobs Full-time
30.33 - 34.61
Learn More
