Administrative Assistant

Coordinate and prepare meetings for Advisors with their clients/prospects.

Provide proactive client service with a focus on problem resolution and attention to detail.

Liaise with various departments for execution, where necessary.

Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

Assist the Advisor team with client onboarding and maintenance of existing client accounts.

Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.

Maintain complete and up-to-date client files within appropriate systems.

Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

Provide support on assigned projects, conducting research, and sharing information with the team.

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to clients

Exceptional verbal and written communication skills

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (Nice to have)

Knowledge of RBC Dominion Securities' systems and procedures (Nice to have)

Experience in the securities industry is an asset (Nice to have)