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.
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
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)
37.5 hours/week
1 year maternity leave coverage with the possibility of being made permanent.
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.
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