Administrative Assistant

Website Royal Bank of Canada

Job Description:

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Job Responsibilities:

  • Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
  • Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Assist the Advisor team with client onboarding.

Job Requirements:

  • Knowledge of RBC Dominion Securities’ systems and procedures
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Strong Microsoft Office Suite skills
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
  • Experience in the securities industry is an asset
  • High level of time management and organization skills
  • Exceptional verbal and written communication in English

Job Details:

Company: Royal Bank of Canada

Job Category: Banking

Vacancy Type: Full Time

Job Location: Victoria, BC, CA

Application Deadline: N/A

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