Administrative Assistant

What is the opportunity
RBC Dominion Securities located in downtown Toronto ON is currently seeking an Administrative Assistant for a growing fast-paced IA team. The successful candidate will possess 2 to 3 years of industry experience a passion for service excellence and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative needs for clients and have the unique opportunity for mentorship and skill development as they work in a supporting role on the team. This is an exciting challenging role in one of the largest Branches in the system. The ability to learn and grow in this role is vast.

What will you do

• Manage service level commitments through Salesforce (SLM) ensuring timely client review meetings and follow-ups
• Proactively manage and maintain advisors calendar optimizing time for client engagement and business development
• Handle all client documentation (account openings IPS creation tax forms transfer forms etc.) with precision
• Initiate and monitor wire transfers cash movements contributions and redemptions with a high degree of accuracy
• Maintain and continuously improve the integrity of our Salesforce CRM: client notes tasks SLM intervals tagging and reporting
• Manage day-to-day admin tasks: expense tracking office supplies file management and regulatory record-keeping

What do you need to succeed Must-have

• The ideal candidate should have at least 2-3 years of experience in the investment field working as an assistant/associate
• Administrative experience
• Excellent time management skills and the ability to prioritize work
• Strong organizational skills with the ability to multi-task/attention to detail/problem solving skills
• Excellent verbal and written communication skills in English
• Demonstrated skills in providing world-class client service that will come across as professional warm and friendly to our clients
• Experience using Microsoft Office

Nice-to-have

• Knowledge of RBC Dominion Securities systems
• Completion of CSC and CPH
• Proficiency in Excel
• Post-secondary degree

Whats in it for you

We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits highly competitive compensation commissions and stock where applicable
• Work in a dynamic collaborative progressive and high-performing team
• Financial strength and strong brand

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.