Overview
Administrative Assistant Jobs in Collingwood at Royal Bank of Canada
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch located in Collingwood is looking for an Administrative Assistant to provide administrative support to a successful and fast growing 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
Manage all social media, website content and assist with any marketing projects
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
High attention to detail
Ability to work under pressure meeting strict deadlines
Experience using Microsoft Office
Exceptional organizational skills
Nice-to-have
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
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 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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills
Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
1 1 ST:COLLINGWOOD
City:
COLLINGWOOD
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-06-28
Application Deadline:
2024-07-12
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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Title: Administrative Assistant
Company: Royal Bank of Canada
Location: Collingwood
