Associate/Administrative Assistant

What is the opportunity

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in White Rock BC is looking for a resourceful efficient and collaborative individual to join our leading wealth management firm as an Associate/Administrative Assistant providing dedicated support in administrative investment & money management activities for a high performing Advisor team.

What will you do

• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
• Assist the Advisor team with client onboarding.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Respond to client inquiries (account transactions requests for tax receipts account reporting etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Become well-versed in internal controls and industry regulatory requirements ensuring client files and other necessary documentation is accurate up-to-date and compliant.

What do you need to succeed

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Minimum of 2 years of experience in securities industry

Nice-to-have

• Knowledge of RBC Dominion Securities systems and procedures an asset

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 competitive compensation commissions and stock where applicable.
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact.
• Work in a dynamic collaborative progressive and high-performing team.
• A world-class training program in financial service

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors including but not limited to the candidates experience skills registration status performance individual goals; market conditions; and business needs.

The expected base salary range for this position is $37500 - $45000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting engaging and retaining talent that:

• Drives RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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.