Administrative Assistant
Description
The Administrative Assistant will provide comprehensive administrative support to a successful Portfolio Management/advisory Team at the RBC Dominion Securities branch in North Vancouver. The role requires a focus on outstanding client service and involves a variety of administrative tasks to ensure smooth operations.
What We're Looking For
Prepare account opening documentation and follow up with clients or back office.,Follow up on client trades to ensure proper settlement and delivery.,Maintain current knowledge of client accounts by reviewing daily activity.,Maintain all pending plan transfers.,Schedule portfolio reviews and 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 (seminars, newsletters, information packages).,Conduct various administrative functions, including reviewing incoming mail and answering telephone calls.,Administrative experience.,Exceptional communication skills.,High attention to detail.,Ability to work under pressure meeting strict deadlines.,Experience using Microsoft Office.,Exceptional organizational skills.
Ideal Candidate
Canadian Investment Regulatory Exam (CIRE) (Nice-to-have),Minimum 1-2 years Investment Industry experience (Nice-to-have),Administrative experience
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
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.
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