Join RBC Dominion Securities as an Administrative Assistant, providing vital support for a high-performing Advisory Team in Courtenay, BC. Focus on exceptional client service and effective operations within a collaborative environment. In this full time position, you will coordinate meetings, manage communications, and assist with client onboarding processes.
Your robust organizational skills are essential for timely updates and maintaining compliance with regulatory standards. Additionally, you will update marketing materials and support events aimed at client engagement. Key Responsibilities:
Organize and prepare meetings for Advisors and clients
Handle client inquiries and documentation requests
Aid in onboarding current clients to the Advisory Team
Ensure timely updates and maintain client files
Assist in the preparation of marketing materials
Requirements:
Proficiency in Microsoft Office Suite
High level of organization and time management
Excellent client service and interpersonal skills
Experience in web-based media is beneficial
Familiarity with securities industry is an asset
Utilize your talents in administration and marketing to drive client success in the Wealth Management sector with RBC.