Administrative Assistant Full Time

What is the opportunity?

The RBC Dominion Securities Sherbrooke branch is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional and expeditious servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Support the Investment Advisors in the preparation of client reviews and presentations
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem solving skills
• Strong organizational skills with the ability to multi-task
• Proficiency in Microsoft Office Suite
• Excellent verbal and written communication skills in English and French
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) or obligation to successfully complete both courses within 12 months of start date
• Proven experience as an Administrative Assistant
• Office Administration Certificate or related courses and training, an asset
• Knowledge of RBC Dominion Securities’ systems and procedures, 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

JOB SUMMARY
City:  Sherbrooke
Address:  95, boulevard Jacques-Cartier Sud, bureau 530
Work Hours/Week:  37.5
Work Environment:  Branch
Employment Type:  Permanent
Career Level:  Experienced Hire/Professional
Pay Type:  Salary + Variable Bonus
Required Travel (%):  0
Exempt/Non-Exempt:  N/A
People Manager:  No
Application Deadline:  03/05/2021
Platform:  Wealth Management
Req ID:  323788