Administrative Assistant
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 Sudbury, Ontario 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?- Maintains client account records and processes transactions, ensuring compliance with organizational standards and timely resolution of account inquiries.
- Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
- Escalates complex account issues and client requests to appropriate teams or advisors when resolution exceeds defined parameters.
- Identifies opportunities to improve sales administration processes and resolves operational challenges using established practices and guidelines.
- Works on routine and may experience non standard operational or support activities and assignments related to sales administration, applying established methods.
- Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed.
- Regularly generates ideas to improve sales administration tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice.
- Fosters and maintains effective working relationships with colleagues and stakeholders within the broader team.
- 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
- Canadian Investment Regulatory Exam, CIRE
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
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
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details Address:1361 PARIS ST:
GREATER SUDBURY / GRAND SUDBURY
Greater Sudbury / Grand Sudbury
Country:Canada
Work hours/week:37.5
Employment Type:Full time
Platform:WEALTH MANAGEMENT
Job Type:Regular
Pay Type:Salaried
Posted Date:Final date to receive applications:Note:Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay RangeThe expected pay range for this position is:
$35,000.00 - $47,000.00
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive…
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