Administrative Assistant
Role Overview
Administrative Assistant supporting the RBC Dominion Securities Calgary North advisory team.
Provides ongoing client service and efficient administrative support to clients and Advisors.
Key Skills for This Role
Full Job Posting
Role overview
Administrative Assistant supporting the RBC Dominion Securities Calgary North advisory team.
Provides ongoing client service and efficient administrative support to clients and Advisors.
Responsibilities
- Coordinate and prepare meetings for Advisors with clients and prospects.
- Provide proactive client service, resolve problems, and liaise with departments as needed.
- Respond to inquiries about account transactions, documentation, and reporting.
- Assist with client onboarding and manage communications from clients, Advisors, and partners.
- Maintain client accounts, timelines, key dates, and complete, up-to-date files.
- Ensure documentation is accurate and timely and follows internal controls and regulatory requirements.
- Help update websites, LinkedIn, Facebook, brochures, and newsletters.
Must-have qualifications
- Strong Microsoft Office Suite skills.
- High-level time management and organizational skills.
- Demonstrated ability to provide professional, warm, and friendly client service.
Nice-to-have qualifications
- Completion of the CIRE exam.
- Knowledge of RBC Dominion Securities systems and procedures.
- Securities industry experience is an asset.
What the employer offers
- Total Rewards Program with bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Coaching and development opportunities, a collaborative team, and financial-services training.
Schedule and employment
- Full-time, regular position with 37.5 work hours per week.
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