Administrative Assistant

Maintain existing client accounts and manage timelines/key dates.,Respond to client inquiries efficiently (account transactions, requests, documentation, reporting).,Utilize problem resolution skills for proactive client service and liaise with departments for timely solutions.,Effectively manage incoming communications from clients, Advisors, and partners.,Assist Advisor team with new client onboarding.,Coordinate and prepare meetings for Advisors with clients/prospects.,Ensure client files and documentation are accurate, up-to-date, and compliant with internal controls and industry regulations.,Update team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters).,Follow up on client trades for proper settlement and delivery.,Support Advisor team and clients through the Wealth Management process and maintain an audit of activities.

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (or required to complete within 12 months of start date).,Strong skills with business applications/technology, including Microsoft Office Suite.,High quality time management and organization skills.,Demonstrated skills in providing world-class client service (professional, warm, friendly).,Exceptional verbal and written communication skills.,Knowledge of RBC Dominion Securities' systems and procedures (Nice-to-have).,Experience in the securities industry (Nice-to-have).