Administrative Assistant

☞ Royal Bank of Canada

Ver: 160

Día de actualización: 12-06-2024

Ubicación: North Vancouver British Columbia

Categoría: Administrativo / Oficinista / Asistente Educación / Entrenamiento

Industria:

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Contenido de trabajo

What is the opportunity?

The RBC Dominion Securities branch located in West Vancouver is looking for an Administrative Assistant to provide administrative support. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.


We currently have two positions available, one located in North Vancouver and the other in West Vancouver.


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.

What do you need to succeed?
Must-have
  • Administrative experience
  • Exceptional communication skills
  • High attention to detail
  • Ability to work under pressure meeting strict deadlines
  • Experience using Microsoft Office
  • Exceptional organizational skills

Nice-to-have
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
  • Financial industry knowledge
  • Minimum 1-2 years Investment Industry experience
  • Proficiency in Excel

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
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Plazo: 27-07-2024

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