Administrative Assistant

작업 내용

What is the opportunity?

The RBC Dominion Securities branch located in Victoria, BC, is looking to hire an Administrative Assistant to support a successful Investment Advisor’s business. You will play an important role in ensuring all administrative duties are completed with high attention to detail. The succesful candidate should have both administrative and financial experience.

What will you do?

• Perform daily administrative functions in a punctual, professional manner while providing the highest quality internal and external client service.
• Meet and greet clients
• Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
• Manage all paperwork required for account opening, and account transactional activities, as well as account servicing requests
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
• Maintain client files
• Assist clients with setting up of Online account accesses
• Monitor all pending plan transfers to ensure completion on a timely basis
• Utilize contact management system for daily task management
• Print reports and distribute them accordingly
• Conduct various administrative functions as required including the review of incoming mail, answering telephone calls
• Assist in preparing mailings such as seminars, newsletters, and information packages
• Assist Investment Advisor in preparing for client meetings; Schedule meetings
• Involvement in client appreciation events
  

What do you need to succeed?

Must-have

• High School Diploma
• Exceptional Client Service skills
• Ability to prioritize and multi-task
• Administrative Experience
• Experience working under pressure
  

Nice-to-have

• Previous financial or brokerage industry experience
• Post-secondary degree
• CSC and CPH
  

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
  

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

Job Summary

City: Victoria

Address: 730 View St - 5th Flr Suite 500

Work Hours/Week: 37.5

Work Environment: Branch

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salary + Commission

Required Travel (%): 0

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 09/15/2021

Req ID: 403724