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RBC
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Administrative Assistant

RBC
Reference ID: RBCAA008884789

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What is the opportunity?

The RBC Dominion Securities Branch located in Whitehorse, YT is looking for a motivated individual to join a successful Wealth Management Team as an Assistant to help in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.

What will you do?

Client Service:
  • Input and follow-up on daily tasks as directed by IA
  • Meet and greet prospects and clients
  • Investigate and follow-up on all client inquiries
  • Utilize contact management system for all necessary follow up


  • Administrative:
  • Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
  • Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
  • Maintain client files
  • Ensure clients' accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
  • Utilize contact management system for daily task management
  • Documentation & New Account Openings


  • Clerical:
  • Print reports and distribute them accordingly
  • Faxing and photocopying
  • Word processing


  • What do you need to succeed?

    Must-have:
  • Excellent organizational skills, service oriented, ability to successfully multi-task, effective communications skills, strong technology integration skills, excellent time management, ability to receive direction from multiple individuals, ability to deal with varying personalities with internal and external clients.
  • Must be familiar with Microsoft Office and proficient in Outlook, Word, Excel, PowerPoint, Internet Explorer and Chrome.


  • Nice-to-have:
  • Experience in the investment industry is an asset (but not required).
  • Experience in Administration is an asset.
  • University Degree is an asset (but not required).
  • Canadian Securities Course / Canadian Practices Handbook is an asset.


  • What's in it for you?

    With C$217 billion in assets under administration, RBC Dominion Securities is the Canadian leader in wealth management for affluent and high net worth investors, on both a discretionary and non-discretionary basis. While investment management is the core offering, our 1,500 investment professionals also provide a full scope of wealth management advice and solutions, such as insurance, retirement, estate and tax planning and charitable giving to help our clients preserve, grow and transfer their wealth to succeeding generations.

    We value diversity in the workplace, are committed to Employment Equity and will provide reasonable workplace accommodation to applicants with disabilities. In support of our Employment Equity initiatives, individuals who consider themselves to be aboriginal, visible minorities, and/or persons with disabilities are encouraged to apply.

    About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

    About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers .

    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

    JOB SUMMARY

    City: Whitehorse
    Address: 403-3106 3rd Ave
    Work Hours/Week: 37.5
    Work Environment: Branch
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0-25
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 03/30/2019
    Req ID: 184133

    Ad Code(s):

    Posted: March 20, 2019
    Closes: May 19, 2019