What is the opportunity?
RBC Dominion Securities located in Toronto, ON is looking to hire an Administrative Assistant to join a Chairman Council Team. You will support all aspects of the day to day operations as required by the Investment Advisor. This role is entirely administrative and requires the ability to prioritize tasks, work under pressure of daily deadlines, and keep organized while working under frequent interruption.
What will you do?
Help clients open new accounts and update existing information
Interact with clients on a daily basis by phone, email and in person
Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
Prepare documentation for client portfolio review meetings
Accurately input client trades/transactions
Review and reconcile commission reports
What do you need to succeed?
Strong oral and written communication skills
Strong organizational skills with ability to multitask
Professionalism and ability to manage highly confidential information
Exceptional attention to detail and mature/positive attitude
Excellent people skills, ability to manage different personalities
Proficiency in Excel and Outlook Mail/Calendar
Financial industry experience
Completion of CSC and CPH
Customer service experience
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.
Opportunity to lead
A strong and diverse team
Financial strength and a strong brand
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City: Richmond Hill
Address: Richmond Hill
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0-25
People Manager: No
Application Deadline: 01/31/2020
Platform: Wealth Management
Req ID: 202272