What is the opportunity?

The RBC Dominion Securities branch located in Oakville 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 account administration with clients or back office as required and refer to Senior Associate Advisor where appropriate
• Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
• Schedule and prepare for client portfolio reviews
• Utilize contact management system for daily task management and client record-keeping
• Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

• Assist Investment Advisor with reviewing calendar bookings and incoming client emails

 
What do you need to succeed?
Must-have
• Administrative experience
• Exceptional communication and organizational skills
• High attention to detail
• Ability to work under pressure meeting strict deadlines
• Experience using Microsoft Office

Nice-to-have
• Financial industry knowledge

• Completion of CSC and CPH is an asset
• Minimum 1-2 years Investment Industry experience
  
What’s in it for you?
• The opportunity to expand your knowledge and skillset with a top-performing team
• Ongoing coaching and training in a dynamic, fast-paced environment
• A comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan
 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.