Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partnersSupport the Investment Advisors in general administrative duties in the management of client accountsSupport the Investment Advisors in the preparation of client reviews and presentationsRequest information and documentation from clients in order to open accounts and keep client files up to dateFollow up on client trades to ensure proper settlement and deliveryMonitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?
Must-have

Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)Meticulous attention to detail and excellent time management skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsBilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needsAbility to work as part of a team

Nice-to-have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or obligation to successfully complete both courses within 12 months of start dateKnowledge of RBC Dominion Securities’ systems and procedures, an assetMinimum of 2 years of experience in the securities industry or financial services sector

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services

Job Skills

Additional Job Details

Address:

95 BOUL JACQUES CARTIER S:SHERBROOKE

City:

SHERBROOKE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-09

Application Deadline:

2025-02-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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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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.