Branch Operations Assistant Jobs

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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Branch Operations Assistant

What is the Opportunity?

The role is provides Branch Operations support to DS clients, Branch Management Team, Investment Advisors and Investment Advisor Associates. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

• Ensure Branch and Cage reports are prepared, reviewed (where assigned), distributed and/or presented to Branch Management for review.
• Assist with special branch projects for the teams including regulatory projects & firm-lead initiatives
• Support branch management team with administrative functions: order management of the office supplies; boardroom scheduling, providing support to Branch Administrators when needed, assisting in ordering lunch for branch presentations, support with premises management
• Co-ordinate with Advisor/Branch for any client events, manage invitations & logistics & event execution
• Learn the administration aspects of the Associate role (account opening, forms, trading & reports) at a basic level
• Account opening approvals, this includes reviewing documentation and scanning forms into the documentation workflow system, pulling documentation for branch staff as needed
• Responsible for processing all branch cash transactions, including cheques, Bankwires and for processing physical securities
• Reception – answering phones and greeting clients
• Manage the filing for all branch operations related reports and documents, oversee branch retention of documents in accordance with internal controls
• Cover Associate vacations

What do you need to succeed?

Must-have

• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Exceptional verbal and written communication skills in

Nice to have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

What’s 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.

• Ability to make a difference and lasting impact
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Leaders who support your development through coaching and managing opportunities

Job Summary

Address:

COLLINGWOOD, Ontario, Canada

City:

CAN-ON-COLLINGWOOD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-08-24

Application Deadline:

2023-09-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.