Administrative Assistant

Job Description

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 Abbotsford is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

You will provide quality client service, administrative support, and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
What will you do?

Prepare account opening documentation

Follow up on documentation with clients or back office as required

Follow up on client trades to ensure proper settlement and delivery

Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports

Maintain all pending plan transfers to ensure proper settlement and delivery

Schedule portfolio reviews

Prepare client review materials, correspondence and reports

Utilize contact management system for daily task management and client record-keeping

Assist in filing and preparing mailings such as seminars, newsletters and information packages.

Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

All other administrate duties as required

What do you need to succeed?
Must Have

1-2 years of experience in a banking/finance supporting role

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

Nice to Have

Canadian Investment Regulatory Exam, CIRE

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

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

Access to a variety of job opportunities across business and geographies

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $45,000.This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills
Account Management, Client Service, Collaboration, Critical Thinking, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Proactive Behavior, Time Management, Wealth Management
Additional Job Details

Address:

2001 MCCALLUM RD:

ABBOTSFORD

City:

A…