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Administrative Assistant/Associate Jobs
Company | RBC Wealth Management |
Address | Greater Sudbury, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-08-16 |
Posted at | 9 months ago |
Come Work with Us!
- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- Assist the Advisor team in welcoming and onboarding new clients.
- Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Tap into your superior problem resolution skills to provide proactive client service.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Strong skills in working with various business applications/technology
- Exceptional verbal and written communication skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- High level of time management and organization skills
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
- Challenging work that will help you grow professionally
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Ongoing opportunities to build close relationships with clients
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