Administrative Assistant

Location: Cranbrook

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 Cranbrook 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.).

Effectively manage incoming communications from clients, Advisors and other internal and external partners.

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

Exceptional verbal and written communication in English

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, 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

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

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