Administrative Assistant

工作内容

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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Administrative Assistant

Job Description

• The RBC Dominion Securities Vernon branch is currently seeking an Administrative Assistant to join a successful advisory team specialized in providing wealth management services to a sophisticated clientele. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing exceptional and efficient client service.
• 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 applicable reports
• Monitor all pending transfers to ensure completion on a timely basis
• 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 physical & electronic mailers such as newsletters and information packages
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls
  
  

Job Summary

Address:

VERNON, British Columbia, Canada

City:

CAN-BC-VERNON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2022-05-13-07:00

Application Deadline:

2022-06-09-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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