What is the opportunity?

The RBC Dominion Securities branch located in Vancouver is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

• Prepare account opening documentation

• Follow up on documentation with clients or back office as required

• Follow up on client trades to ensure proper settlement and delivery

• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports

• Maintain all pending plan transfers to ensure proper settlement and delivery

• Schedule portfolio reviews

• Prepare client review materials, correspondence and reports

• Utilize contact management system for daily task management and client record-keeping

• Assist in filing and preparing mailings such as seminars, newsletters and information packages.

• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.