Job Description

**What will you do? **

• Answering telephone, taking messages and answering routine questions.

• Maintaining vacation schedule and master schedule of whereabouts for staff.

• Maintaining master copie The primary focus of position is to assist the team on various administrative tasks:

• Distribute mail and coordinate courier service as needed.

• Answer and screen telephone calls in a courteous and professional manner.

• Make domestic and international travel arrangements and handle changes as needed.

• Coordinate meeting arrangements (setting up conference calls, scheduling meeting rooms, arranging reservations, catering, etc.).

• Manage multiple calendars.

• Request Compliance pre-approval in MCO for client entertainment and gifts, follow-up as needed

• Request Pre-Approval for Sponsorships and Donations following current policy and procedures

• Prepare, track and manage expense reports via expense reporting system – this is a high priority.

• Act as backup to other department staff members as needed.

• Perform duties related to deal transactions in the MF Portal- Advisory and Underwritings (Negotiated/Competitive)

• Assist with Competitive bids, as needed.

• Review and comply with MF Policies and Procedures as well as Firm Policies applicable to your business activities.

• Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly.

• Complete RBC Learning tasks in advance of deadlines.

• Responsible for the preparation of closed deal files for team in MF Portal.

• Assist with document production as needed.

• Other tasks as delegated/assigned.

• s of organizational policy and procedure manuals and keeping them up-to-date.

• Typing and distributing memos, meeting minutes and presentations for staff.

What do you need to succeed?

• At least 5 years of experience, administrative experience preferred, but not required
• Bachelors degree preferred, but not required.
• Ability to prioritize and manage multiple tasks and projects.
• Demonstrated computer skills, with an emphasis on MS Office (Word, Excel and PowerPoint).
• Strong oral and written communication skills.
• Excellent interpersonal skills with the ability to establish and maintain strong working relationships at all organizational levels
• Good organization, follow-through, attention to detail and problem solving skills.
• Ability to take initiative, function independently, and work in a team.
• Maintain the highest standards of professional and ethical conduct with strong oral and written communication skills
• Ability to keep confidential matters to self.

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.

• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

DALLAS CRESCENT COURT, 200 CRESCENT COURT:DALLAS

City:

Dallas

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-13

Application Deadline:

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