Administrative Assistant
Role Overview
Administrative Assistant supporting the RBC Dominion Securities Calgary North advisory team.
Provide efficient support to clients and advisors while helping deepen relationships with existing clients.
Key Skills for This Role
Full Job Posting
Role overview
Administrative Assistant supporting the RBC Dominion Securities Calgary North advisory team.
Provide efficient support to clients and advisors while helping deepen relationships with existing clients.
Responsibilities
- Coordinate and prepare advisor meetings with clients and prospects.
- Provide proactive client service, resolve problems, and liaise with departments as needed.
- Respond to client inquiries about transactions, account documents, and reporting.
- Assist with client onboarding and manage incoming communications.
- Maintain client accounts, timelines, key dates, and opportunities for client contact.
- Update documentation accurately and promptly, meet internal controls and regulatory requirements, and maintain complete client files.
- Help update team websites, LinkedIn, Facebook, 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
- CIRE exam completion.
- Knowledge of RBC Dominion Securities systems and procedures.
- Securities industry experience is an asset.
What RBC offers
- Total Rewards Program with bonuses and flexible benefits; compensation may include commissions and stock where applicable.
- Development support through coaching and management opportunities.
- Collaborative team, training in financial services, and opportunities to make a lasting impact.
Workplace and schedule
- Full-time role with 37.5 work hours per week.
- Branch address listed as 600 Crowfoot Crescent NW, Calgary.
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