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.
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.
Canadian Investment Regulatory Exam (CIRE) (Nice-to-have),Minimum 1-2 years Investment Industry experience (Nice-to-have),Administrative experience
37.5 hours/week
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.
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