Join the RBC Dominion Securities team as a Senior Transition Assistant, specializing in onboarding for advisory talent in Quebec. This role provides a chance to foster team success through meticulous account management. As a key member of RBC, your primary focus will be on facilitating smooth transitions for current advisory teams.
You'll lead document preparation, secure signatures, and master the entire account setup journey with precision. Your bilingual skills will be crucial in serving clients and collaborating with teams across regions, with some travel included. Key Responsibilities:
- Drive accurate and timely onboarding of client accounts
- Master the coordination of all account opening stages
- Handle client requests and resolve service inquiries promptly
- Utilize technology to support administrative efficiency
Requirements:
- Strong detail orientation and effective time management
- Fluency in English and French for client interactions
- Experience in securities or financial service environments
- Self-motivated and collaborative team mindset
- Willingness to travel occasionally to various Quebec locations
Bring your skills to RBC and play a key role in client success and team excellence.
📌 Bilingual Transition Assistant at RBC (Montreal)
🏢 RBC
📍 Montreal