Administrative Assistant

What is the opportunity?

The RBC Dominion Securities branch located in Simcoe is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management Team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative tasks related to client accounts and by responding to client inquiries.

What will you do?

• Coordinate and prepare meetings for Advisor with their clients/prospects.

• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).

• Assist the Advisor team with client onboarding.

• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts

• 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.

What do you need to succeed?
Must Have

• Administrative experience

• Exceptional communication and organizational skills

• High attention to detail and excellent time-management skills

• Ability to work under pressure meeting strict deadlines

• Experience using Microsoft Office, proficient in Excel

Nice to Have

• Financial industry knowledge

• Completion of CSC and CPH is an asset

• Minimum 1-2 years Investment Industry experience

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

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Access to a variety of job opportunities across business and geographies

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above