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Administrative Assistant

RBC

This is a Full-time position in Waterloo, ON posted July 16, 2021.

What is the opportunity?

The RBC Dominion Securities branch located in Victoria, BC is looking for an Administrative Assistant to provide administrative support to a successful Investment Advisor.

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.

What do you need to succeed?

Must-have
• Administrative experience
• Exceptional communication skills
• Attention to detail
• Minimum 1-2 years Investment Industry experience
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office
• Exceptional organizational skills Nice-to-have
• Post-secondary degree
• Financial industry knowledge
• CSC, CPH or completed within 6 months of employment
• Proficiency in Excel What’s in it for you?

• The opportunity to expand your knowledge and skillset with a top-performing team
• Ongoing coaching and training in a dynamic, fast-paced environment
• A comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan 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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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 rbc.com/careers.

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 Street, Suite 500 Work Hours/Week: 37.5 Work Environment: Branch Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary Variable Bonus Required Travel (%): 0 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 05/21/2021 Req ID: 354758 Posting Notes: