Launch your career with RBC Dominion Securities as an Associate in Burlington. Engage in client services, manage accounts, and execute administrative tasks efficiently.
This full time position offers an exciting prospect to contribute to an advisory team at RBC Dominion Securities in Burlington. As an Associate, you will support Investment Advisors and provide exceptional service while managing client inquiries and administrative duties. Your role is essential in ensuring client accounts are well-maintained and operations run smoothly.
Key Responsibilities:
• Handle incoming calls and emails from clients and partners
• Assist Investment Advisors with client account management
• Prepare client reviews and presentations efficiently
• Request necessary documentation for account openings
• Follow up on trades for timely settlement
Requirements:
• Post-secondary education in relevant field
• Proficiency in Microsoft Office Suite
• Excellent verbal and written communication skills
• Completion of the Canadian Securities Course (CSC)
• Relevant finance industry experience
Bring your detail-oriented attitude and organizational skills to thrive as an Associate at RBC Dominion Securities in Burlington.
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