Top Benefits
About the role
What is the opportunity?
The flagship branch at the top of Royal Bank Plaza, the 39th-floor office of RBC Dominion Securities is looking to hire an Admin Associate to assist the established advisory team in all aspects of the day-to-day operation of our rapidly-growing business.
Whether you are beginning your career in finance, looking for a new challenge in the industry, or pivoting from another business altogether, this is a dynamic opportunity to join one of the premier offices of the largest Wealth Management firm in the country. The Administrative Assistant/Associate role is critical to the continued success of our business; as the first point of contact for our valued clients, you are deeply connected to the first-class client experience we aim to deliver.
This role is client-servicing and involves a high degree of attention to detail. It requires the ability to prioritize tasks, work under pressure, and keep organized in a fast-paced environment. We are an in-person business, and place a high value on the benefits of mentorship, collaboration, innovation, and partnership.
What will you do?
- Guide clients through an onboarding process, assisting them with opening accounts, transferring their assets and responding to their inquiries
- Interact with clients on a daily basis by phone, email and in-person answering account-related inquiries
- Facilitate cash movements for clients that include but are not limited to internal transfers, wire transfers, cheque issues, EFTs, etc.
- Administer contributions to registered accounts (TFSA, RRSP)
- Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
- Assist the Investment Advisor/Portfolio Manager in maintaining the book of clients by regular report checking, ensuring all accounts are documented properly, fees are set up correctly, payments are processed on time, etc.
- Prepare documentation for client portfolio review meetings
- Book client meetings and maintain a daily schedule
- Liaise with Middle office and Head office contacts to investigate and resolve inquiries related to accounts and account transactions
- Assist with ongoing projects to build client engagement, such as updating the website, posting video blogs and assisting with client or prospect events
- Various compliance-related projects
What do you need to succeed?
Nice to have
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Good understanding of all types of accounts (e.g RRSPs, TFSAs, RRIFs, etc.) and investment products (Mutual Funds, GICs, equities, fixed income etc.)
- Good oral and written communication skills
- Strong organizational skills with the ability to multitask
- Professionalism and ability to manage highly confidential information
- Exceptional attention to detail and mature/positive attitude
- Excellent people skills, ability to manage different personalities
- 2-3 years of experience in a similar setting (brokerage, banking, etc.)
- Proficiency in Excel and Outlook Mail/Calendar
- Post-secondary education
- CFA or CFP designation or working towards it
What’s in it for you?
We thrive on the challenge to be our best, thinking progressively to keep growing, and working together to deliver trusted advice to help achieve our Purpose, to help clients thrive and communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving success that is mutual.
As a part of the Royal Bank Plaza office, you will join a team of professionals with the ability to network with the best-in-class Investment Advisors and Portfolio Managers, build your network, and professional skillset and set up your future career for success.
We are dedicated to investing in teams of the future and cover multiple industry courses and accreditations.
- Challenging Work
- Opportunity to lead
- A strong and diverse team
- Financial strength and a strong brand
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Top Benefits
About the role
What is the opportunity?
The flagship branch at the top of Royal Bank Plaza, the 39th-floor office of RBC Dominion Securities is looking to hire an Admin Associate to assist the established advisory team in all aspects of the day-to-day operation of our rapidly-growing business.
Whether you are beginning your career in finance, looking for a new challenge in the industry, or pivoting from another business altogether, this is a dynamic opportunity to join one of the premier offices of the largest Wealth Management firm in the country. The Administrative Assistant/Associate role is critical to the continued success of our business; as the first point of contact for our valued clients, you are deeply connected to the first-class client experience we aim to deliver.
This role is client-servicing and involves a high degree of attention to detail. It requires the ability to prioritize tasks, work under pressure, and keep organized in a fast-paced environment. We are an in-person business, and place a high value on the benefits of mentorship, collaboration, innovation, and partnership.
What will you do?
- Guide clients through an onboarding process, assisting them with opening accounts, transferring their assets and responding to their inquiries
- Interact with clients on a daily basis by phone, email and in-person answering account-related inquiries
- Facilitate cash movements for clients that include but are not limited to internal transfers, wire transfers, cheque issues, EFTs, etc.
- Administer contributions to registered accounts (TFSA, RRSP)
- Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
- Assist the Investment Advisor/Portfolio Manager in maintaining the book of clients by regular report checking, ensuring all accounts are documented properly, fees are set up correctly, payments are processed on time, etc.
- Prepare documentation for client portfolio review meetings
- Book client meetings and maintain a daily schedule
- Liaise with Middle office and Head office contacts to investigate and resolve inquiries related to accounts and account transactions
- Assist with ongoing projects to build client engagement, such as updating the website, posting video blogs and assisting with client or prospect events
- Various compliance-related projects
What do you need to succeed?
Nice to have
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Good understanding of all types of accounts (e.g RRSPs, TFSAs, RRIFs, etc.) and investment products (Mutual Funds, GICs, equities, fixed income etc.)
- Good oral and written communication skills
- Strong organizational skills with the ability to multitask
- Professionalism and ability to manage highly confidential information
- Exceptional attention to detail and mature/positive attitude
- Excellent people skills, ability to manage different personalities
- 2-3 years of experience in a similar setting (brokerage, banking, etc.)
- Proficiency in Excel and Outlook Mail/Calendar
- Post-secondary education
- CFA or CFP designation or working towards it
What’s in it for you?
We thrive on the challenge to be our best, thinking progressively to keep growing, and working together to deliver trusted advice to help achieve our Purpose, to help clients thrive and communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving success that is mutual.
As a part of the Royal Bank Plaza office, you will join a team of professionals with the ability to network with the best-in-class Investment Advisors and Portfolio Managers, build your network, and professional skillset and set up your future career for success.
We are dedicated to investing in teams of the future and cover multiple industry courses and accreditations.
- Challenging Work
- Opportunity to lead
- A strong and diverse team
- Financial strength and a strong brand
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.