Loading ...
Loading ...
직업 종류: Full-time
Loading ...
작업 내용
What is the opportunity?The RBC Dominion Securities branch located in Vancouver 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.
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.
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
- 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
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
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
Job Summary
City: Vancouver
Address: 745 Thurlow Street, 20th Floor
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 09/15/2021
Platform: Wealth Management
Req ID: 403536
Loading ...
Loading ...
마감 시간: 27-07-2024
무료 후보 신청 클릭
작업 보고
Loading ...
Loading ...
동일한 작업
-
⏰ 02-07-2024🌏 Kamloops, British Columbia
-
💸 $27.56 an hour⏰ 08-07-2024🌏 Surrey, British Columbia
-
💸 $28.85 an hour⏰ 08-07-2024🌏 Abbotsford, British Columbia
-
💸 $30.54 an hour⏰ 06-07-2024🌏 New Westminster, British Columbia
Loading ...
-
⏰ 07-07-2024🌏 Kelowna, British Columbia
-
💸 $48,125–$50,365 a year⏰ 04-07-2024🌏 Victoria, British Columbia
-
💸 $28 an hour⏰ 06-07-2024🌏 Surrey, British Columbia
-
⏰ 30-06-2024🌏 Vancouver, British Columbia
Loading ...
-
💸 $25.54–$27.22 an hour⏰ 04-07-2024🌏 Chilliwack, British Columbia
-
⏰ 26-06-2024🌏 Vancouver, British Columbia