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Overview

Overview

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

19 FRONT ST N:ORILLIA

ORILLIA

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2024-11-02

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]

Job Summary: The Director must be willing to participate in cross functional problem solving and process improvement efforts to understand, document, and improve current procedures focused on, lowering costs, increasing efficiency, decreasing risk, and increasing profits to continually improve all aspects of organizational performance.

Key Responsibilities: Functioning as a core member of the Executive team to provide guidance and leadership to Management and advise Executive team to assist in helping the company achieve its strategic goals and objectives as well as increases in operating performance the Director will:

• Oversee the efficient and effective day-to-day operation of the organization 
• Identify, assess and inform the Executive team of internal and external issues that affect the organization or its people (clients, staff, management etc.), property, finances, goodwill and  image and implement measures to control risks or resolve the issue
• Ensure that the operation of the organization meets the expectations of its stakeholders
• Develop and implement an operational plan which incorporates goals and objectives that work towards the strategic direction of the organization
• Monitor the day-to-day delivery of the programs and services of the organization to maintain or improve quality and ensure that the programs and services offered by the organization contribute to the organization's mission and reflect the priorities of the Company
• Establish a positive, healthy and safe work environment in accordance with all appropriate legislation and regulations
• Implement a performance management process for all staff which includes monitoring the performance of staff on an on-going basis and conducting an annual performance review
• Coach and mentor staff as appropriate to improve performance
• Discipline staff and sub-contractors when necessary using appropriate techniques; terminate when necessary using appropriate and legally defensible procedures
• Identify and lead new business opportunities, oversee the development of fund raising plans and write funding proposals to increase the funds of the organization
• Approve expenditures within the authority delegated by the Executive team
• Perform other responsibilities as assigned by the President or Vice President

Job Requirements:

• Bachelors’ degree in business or related field is preferred but not required
• Prior Management experience in the applicable industry at a Senior Management Level
• Excellent interpersonal communication skills including negotiation, problem resolution and presentation skills as well as proficiency in MS Office products a must (Excel, Word, Outlook and PowerPoint)
• Detail-oriented with excellent organizational skills
• Analytical skills, including demonstrated skills to reconcile financial data and metrics, prepare reports, and read technical manuals are necessary
• Adaptability and willingness to be flexible, versatile and/or tolerant in a changing work environment while maintaining effectiveness and efficiency
• Able to speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
• Ability to anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters
• Ability to work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
• Positively influence others to achieve results that are in the best interest of the organization
• Set priorities, develop a work schedule, monitor progress towards goals, and track details, data, information and activities
• Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
• Must pass all pre-employment screening and complete background check (criminal, prior employment)

Physical demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to sit, stand, walk and talk or hear. The employee is occasionally required to use hands and fingers to handle, or feel objects, tools, or controls; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is performed primarily in an office setting. The noise level in the work environment is usually moderately quiet

Overview

Overview

This position is a temporary and seasonal Full-time role with a projected end date in January 2025 (based on operational needs). This role involves driving, continual lifting, lowering, and carrying packages in a physical, fast-paced environment. Drivers practice safe transportation methods while traveling to and from destinations, ensuring the best customer service through efficiency and dedication.

Job Type: Full-Time -Seasonal

Workdays: Monday to Friday (Flexibility to work Saturdays, must be able to work ALL 5 days of the week)

Work Location: 474 Welham Road, Barrie Ontario.

Shift Start: 9:15 AM - 5:15 PM (Flexibility with Start and Finish time required)

KEY RESPONSIBILITIES AND DUTIES:

• Deliver and pick up UPS packages efficiently and effectively.
• Learn and properly execute UPS safe and defensive driving methods.
• Assist with loading and unloading trucks as required.
• Record, track, and maintain information about delivered packages.
• Comply with UPS appearance guidelines by wearing the company-provided vest and uniform.

REQUIREMENTS:

• Ability to lift up to 70 lbs. (32kg) unassisted. Typical package weight ranges from 25-35 lbs.
• Ability to work in a fast-paced environment
• Proficiency in navigating and finding locations using maps, GPS devices, and map books
• Available to work Tuesday through Saturday/ and some Mondays
• Possession of a valid Ontario G driver’s license
• Clean Driver's Abstract confirming: A) No at-fault accidents within the last 3 years & no more than 2 violations for the previous 3 years period. B) No traffic violations within the last 12 months and 5 Demerit Points for the previous 3 years
• Strong customer service skills  

COMPENSATION:

• HOURLY WAGE: $17.30
• Union Collective Agreement -$35.78 per hour after seniority plus 48 months of service.
• Overtime
• Weekly Pay
• 2 weeks of paid vacation after one year of service
• Vision, health and dental benefits after one year of service
• Immediate access to UPS ‘Employee Discounts’ upon hiring
• Paid training
• Free Onsite Parking
• Opportunity for advancement within a Fortune 50 Company

This position is a temporary and seasonal Full-time role with a projected end date in January 2025 (based on operational needs). This role involves driving, continual lifting, lowering, and carrying packages in a physical, fast-paced environment. Drivers practice safe transportation methods while traveling to and from destinations, ensuring the best customer service through efficiency and dedication.

Job Type: Full-Time -Seasonal

Workdays: Monday to Friday (Flexibility to work Saturdays, must be able to work ALL 5 days of the week)

Work Location: 474 Welham Road, Barrie Ontario.

Shift Start: 9:15 AM - 5:15 PM (Flexibility with Start and Finish time required)

KEY RESPONSIBILITIES AND DUTIES:

• Deliver and pick up UPS packages efficiently and effectively.
• Learn and properly execute UPS safe and defensive driving methods.
• Assist with loading and unloading trucks as required.
• Record, track, and maintain information about delivered packages.
• Comply with UPS appearance guidelines by wearing the company-provided vest and uniform.

REQUIREMENTS:

• Ability to lift up to 70 lbs. (32kg) unassisted. Typical package weight ranges from 25-35 lbs.
• Ability to work in a fast-paced environment
• Proficiency in navigating and finding locations using maps, GPS devices, and map books
• Available to work Tuesday through Saturday/ and some Mondays
• Possession of a valid Ontario G driver’s license
• Clean Driver's Abstract confirming: A) No at-fault accidents within the last 3 years & no more than 2 violations for the previous 3 years period. B) No traffic violations within the last 12 months and 5 Demerit Points for the previous 3 years
• Strong customer service skills  

COMPENSATION:

• HOURLY WAGE: $17.30
• Union Collective Agreement -$35.78 per hour after seniority plus 48 months of service.
• Overtime
• Weekly Pay
• 2 weeks of paid vacation after one year of service
• Vision, health and dental benefits after one year of service
• Immediate access to UPS ‘Employee Discounts’ upon hiring
• Paid training
• Free Onsite Parking
• Opportunity for advancement within a Fortune 50 Company