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Full-Time
On-Site

Administrative Assistant

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Description

This role involves supporting an Investment Advisor at RBC Dominion Securities in Campbell River, BC, by providing exceptional client service and performing a variety of administrative and clerical tasks. Key responsibilities include handling client inquiries and orders, maintaining client accounts, managing documentation, and assisting with daily operational duties. This position is initially a one-year maternity leave coverage with the potential to become permanent.

What We're Looking For

Input and follow-up on client orders as directed by Investment Advisors,Meet and greet prospects and clients,Investigate and follow-up on all client inquiries,Utilize contact management system for necessary follow-up and daily task management,Investigate and resolve inquiries and complaints related to accounts, referring to IA where appropriate,Follow-up on client trades to ensure proper settlement and delivery,Maintain current knowledge of client accounts by reviewing daily activity,Maintain client files,Ensure accurate and timely completion of all necessary client documentation,Assist with Documentation & New Accounts Openings Research,Print reports and distribute,Faxing and photocopying,Word processing

Ideal Candidate

Canadian Investment Regulatory Exam (CIRE),Excellent command of English language,Good telephone manner,Strong customer service skills,Excellent organizational skills,Ability to successfully multi-task,Strong Microsoft Office skills,Knowledge of the firm's operations, policies and procedures regarding client accounts (preferred)

Hard Skills

Account Management
Customer Success
Financial Regulation
Investment Risk Management
Microsoft Office

Soft Skills

Prioritization
Communication
Adaptability
Customer Service
Organizational skills
Multi-tasking
Decision Making
Group Problem Solving
Interpersonal Relationships

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation, commissions, and stock where applicable
Leaders who support development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
World-class training program in financial service

Special Commitments

1 year maternity leave coverage with the possibility of being made permanent.

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada

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