Branch Operations Assistant
Top Benefits
About the role
What is the opportunity?
The RBC Dominion Securities Management team located in Windsor is looking for a Branch Operations
Assistant to join their team! You will provide superior service along with administrative and operational
support to clients and investment advisors.
By providing ongoing, exceptional service and support to our clients and our Advisor teams, you will help our teams deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory teams function fluidly and that each member receives the assistance they need to perform at their best.
What will you do?
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.
- Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, 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.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Assist the advisor teams in welcoming and onboarding new clients.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
What do you need to succeed?
Must-have
- Meticulous attention to detail and excellent time management skills
- Exceptional written and verbal communication skills in English
- Strong Microsoft Office skills
- A professional approach to all situations to create a positive working environment
- Ability to complete duties independently seeking out own answers and solutions
Nice-to-have
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Experience in the securities industry is an asset
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
- A world-class training program in financial services
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Branch Operations Assistant
Top Benefits
About the role
What is the opportunity?
The RBC Dominion Securities Management team located in Windsor is looking for a Branch Operations
Assistant to join their team! You will provide superior service along with administrative and operational
support to clients and investment advisors.
By providing ongoing, exceptional service and support to our clients and our Advisor teams, you will help our teams deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory teams function fluidly and that each member receives the assistance they need to perform at their best.
What will you do?
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.
- Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, 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.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Assist the advisor teams in welcoming and onboarding new clients.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
What do you need to succeed?
Must-have
- Meticulous attention to detail and excellent time management skills
- Exceptional written and verbal communication skills in English
- Strong Microsoft Office skills
- A professional approach to all situations to create a positive working environment
- Ability to complete duties independently seeking out own answers and solutions
Nice-to-have
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Experience in the securities industry is an asset
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
- A world-class training program in financial services
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.