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RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 2 years of experience in the financial services sector
• Ability to work as part of a team

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures, 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 services

Job Skills

Additional Job Details

95 BOUL JACQUES CARTIER S:SHERBROOKE

SHERBROOKE

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-09

The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

• Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.

• Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning

• Provide attentive and accurate service to clients and respond to their needs

• Assist with upholding IA teams business and client service plan, and client review schedule

• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)

What do you need to succeed?

Must Have

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

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Excellent organizational and multitasking skills—keep track of multiple projects

• Excellent time-management skills, must be able to work under tight deadlines

• Ability to complete duties independently seeking out own answers and solutions

• A professional approach to all situations to create a positive working environment

• Ability to complete duties independently seeking out own answers and solutions

Nice to Have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

• 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 services

Job Skills

Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management

Additional Job Details

274 LYNDEN RD:BRANTFORD

BRANTFORD

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-19

2024-12-04

Responsibilities
Tasks
-Coordinate the flow of information
-Interview patients to obtain case histories
-Schedule and confirm appointments
-Complete insurance and other claim forms
-Order supplies and maintain inventory
-Determine and establish office procedures and routines
-Enter and format electronically based medical reports and correspondence and prepare spreadsheets and documents for review
-Initiate and maintain confidential medical files and records
-Prepare draft agendas for meetings and take, transcribe and distribute minutes

Work conditions and physical capabilities
-Fast-paced environment
-Work under pressure
-Attention to detail

Personal suitability
-Accurate
-Client focus
-Flexibility
-Organized

Languages
-English

Education
-Secondary (high) school graduation certificate

Experience
-7 months to less than 1 year

On site
-Work must be completed at the physical location. There is no option to work remotely.

Work setting
-Clinic
-Physician’s office

• Application Deadline: 2025-05-20

Required languages: English

Education level: Secondary (high) school graduation certificate or equivalent experience

Required skills: Efficient interpersonal skills, Flexibility, Organized, Reliability, Team player

Closest intersection: Saddletown Circle

Overview

Overview

Closing Date:

* Position closed at 12:01am on the close date identified below.

12/3/2024

Overview

Your contribution

• Promote a customer-centric culture, to deepen customer relationships and leverage relationships with the Bank and its systems and knowledge.
• Responsible for the maintenance of office systems including the computer network, telephones, voicemail, reference files, product sheets, office library and product and procedure manual. 
• Lead the management of facility operations, implementation of facility-related changes and change management activities. 
• Liaise with the Facilities team on all matters related to lease improvements, lease renewals and planned moves. 
• Perform front desk related tasks such as answering phones, greeting customers, handling mail and deliveries, and scheduling customer appointments.
• Execute regional reporting requests and perform data analysis.
• Manage regional administrative tasks surrounding the production of the CPG maturity report, letters, cash statements and the SOTI report.
• Coordinate and deliver a variety of regional activities including seminars, customer forums and professional development days, and provide logistics as required. 
• Assist in completing tasks to ensure branch compliance, including managing the Security Checklist and Business Continuity Plan.
• Participate in regional meetings and special projects.
• Liaise with external partners, such as medical associations and accounting firms, to implement regional projects. 
• Perform other administrative tasks.
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Understand Scotiabank's risk culture and risk appetite and reflect this in day-to-day operations and decisions.
• Actively, effectively and efficiently work in his/her field, in accordance with Scotiabank's values, Code of Ethics and Sales Guiding Principles, while ensuring the adequacy, compliance and effectiveness of day-to-day business controls to ensure the company meets its operational, compliance, anti-money laundering and counter-terrorist financing and ethics risk obligations.
• Promote a productive and inclusive work environment.

MD's expectations

• Customer experience management skills. 
• Strong organizational skills. 
• Excellent communication skills. 
• Sense of initiative and resourcefulness. 
• Ability to work effectively within a team. 
• Thoroughness. 
• Organizational skills, dynamism and effective communication. 
• Interest in working in a fast-paced environment and professionalism. 
• Team spirit and constant desire to create a positive work climate.

Training and experience

• College diploma in business administration or equivalent. 
• At least three years of administrative or office experience, preferably in a financial services firm.
• Good knowledge of RRSPs, RRIFs, mutual funds and customer service is considered an asset.  
• Excellent computer skills including proficiency in MS Word, MS PowerPoint and a good understanding of common business applications. 

Why MD?

• We strongly encourage  work-life balance  and give you the flexibility and tools to achieve it.
• We believe that a diverse and inclusive work environment   promotes employee happiness and productivity.
• We know how  important benefits programs  are in supporting the mental and physical health of employees and their families.
• We know that  financial security  is important to you and we want to contribute to this by offering you competitive salaries, performance bonuses, a defined contribution pension plan and a stock purchase program for our employees.
• We know it’s important to  take a break , so we offer a generous paid vacation program that increases as you progress through your career at MD. Our collaborative work environment allows you to take a vacation with peace of mind, without having to worry about your clients.
• Through our partnership with Scotiabank, we can offer you  great banking solutions  to keep more money in your pocket. You'll have access to a wide range of banking services, credit cards, mortgage solutions, auto and home insurance and discounts.
• We love  discounts . Through the WorkPerks program, MD staff have access to thousands of discounts across Canada.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

This position is responsible for loading, unloading, shipping, receiving, scanning, sorting, and stocking packages. This position may utilize heavy machinery to complete tasks. This position performs other tasks as assigned.

Shift Time: Monday to Friday -23:45 - 04:45 AM shift start (3-5 hours) -flexibility with start and end times expected

Key Responsibilities:

• Screens incoming calls
• Perform checks on packages (check labels, packaging, invoices) and scan packages
• Keys data accurately within time specific deadlines into UPS systems
• Checks and forwards legal documentation
• Provides administrative support to Management team
• Good attention to detail

Qualifications:

• Excellent communication skills
• Typing speed of 30+ words per minute with 90% accuracy
• Ability to work in a fast-paced environment
• Availability to work flexible shift hours

• Ability to lift up to 70lbs

• Warehouse experience is an asset

Compensation and benefits:

• Extended Health & Dental benefits for employee and family: Effective 1st of the month following 3 months of service
• 2 weeks’ paid vacation after 1 year of service (3 weeks after 5 years, 4 weeks after 10 years, 5 weeks after 20 years, 6 weeks after 25 years)
• 5 personal days after 60 days’ initial probation
• Weekly payments/direct deposit – every Friday

Overview

Overview

Languages

Education

Experience

On site

Responsibilities

Tasks

Supervision

Additional information

Work conditions and physical capabilities

Personal suitability

How to apply

By email

[email protected]