Apply on Kit Job: kitjob.ca/job/2jdlnt

Job Description

nWhat is the opportunity?n

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

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The RBC Dominion Securities branch located in Parksville is looking for an Administrative Assistant to provide concierge level administrative support to a successful Advisory Team.

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

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What will you do?

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- Daily administrative support to the Advisor and their team
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- Coordinate and prepare meetings for Advisors with their clients/prospects.
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- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
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- Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
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- Assist the Advisor team with client onboarding.
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- Help manage incoming communications from clients, Advisors and other internal and external partners.
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- Follow-up on client trades to ensure proper settlement and delivery (upon licensing)
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- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
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- 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.
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- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
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- All other administrative duties as required
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nWhat do you need to succeed?nMust-haven

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- Solid Microsoft Office Suite skills
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- High level of time management and organization skills
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- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
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- Exceptional verbal and written communication
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- Comfortable performing administrative heavy duties in a fast-paced environment
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nNice-to-haven

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- Canadian Investment Regulatory Exam, CIRE
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- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
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- Knowledge of RBC Dominion Securities’ systems and procedures
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- 1-3 years’ experience in the securities industry is an asset
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nWhat’s in it for you?nWe 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.n

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- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
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- Leaders who support your development through coaching and managing opportunities
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- Ability to make a difference and lasting impact
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- Work in a dynamic, collaborative, progressive, and high-performing team
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- Opportunities to do challenging work
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- Opportunities to building close relationships with clients
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nCompensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.nThe expected base salary range for this position is $40,000 - $47,000.n

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

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RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

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- Drives RBC’s high-performance culture
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- Enables collective achievement of our strategic goals
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- Generates sustainable shareholder returns and above market shareholder value
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nJob SkillsnCommunication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Softwaren

Additional Job Details

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Address:

n152 ALBERNI HWY:PARKSVILLEn

City:

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Parksville

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Country:

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Canada

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Apply on Kit Job: kitjob.ca/job/2jdlnt

📌 Administrative Assistant (Parksville)
🏢 RBC
📍 Parksville