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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Administrative Assistant
Job Description
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 applicable reports
Monitor all pending transfers to ensure completion on a timely basis
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 physical & electronic mailers such as newsletters and information packages
Conduct various administrative functions as required including the review of incoming mail and answering telephone calls
Job Summary
The RBC Dominion Securities Vernon branch is currently seeking an Administrative Assistant to join a successful advisory team specialized in providing wealth management services to a sophisticated clientele. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing exceptional and efficient client service.
Address:
VERNON, British Columbia, Canada
City:
CAN-BC-VERNON
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2022-03-18-07:00
Application Deadline:
2022-04-01-07:00
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Job ID: 86629
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