Administrative Assistant
Role Overview
Provide administrative support to a successful RBC Dominion Securities Advisory Team in Calgary North.
Deliver ongoing, efficient client support and help deepen relationships with existing clients.
Key Skills for This Role
Full Job Posting
Opportunity
Provide administrative support to a successful RBC Dominion Securities Advisory Team in Calgary North.
Deliver ongoing, efficient client support and help deepen relationships with existing clients.
What you’ll do
- 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 other partners.
- Maintain client accounts, manage timelines and key dates, and identify opportunities to contact clients.
- Keep documentation and client files accurate, current, and compliant with internal controls and industry requirements.
- Help update team websites, social media, brochures, and newsletters.
Must-have qualifications
- Strong Microsoft Office Suite skills.
- High level of time management and organization skills.
- Demonstrated ability to provide professional, warm, and friendly client service.
Nice-to-have qualifications
- Completion of the CIRE exam is an asset.
- Knowledge of RBC Dominion Securities systems and procedures is an asset.
- Securities industry experience is an asset.
Job skills
- Listed skills include customer service, data entry, data gathering and analysis, desktop tools, group problem solving, interpersonal relationships, knowledge organization, teamwork, time management, and word processing software.
Hours and employment
- Full-time, regular salaried position with 37.5 work hours per week.
Rewards and development
- Total Rewards Program includes bonuses and flexible benefits, with competitive compensation, commissions, and stock where applicable.
- Development coaching, collaborative team environment, and financial services training program.
About RBC
RBC describes its workplace as inclusive and guided by client-first service, integrity, collaboration, respect, and excellence.
Application information
- Posting is for an existing vacancy.
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