Associate - Ottawa, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

The RBC Dominion Securities branch located in Bells Corners is seeking an Associate to provide administrative support to one of our teams.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

You will also take part in onboarding new clients and help grow the business through your administrative expertise.

What will you do?

Coordinate and prepare meetings for Advisors 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 for tax receipts, account reporting, etc.).
Assist the Advisor team with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
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 uptodate client files within appropriate systems.
Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
Follow up on client trades to ensure proper settlement and delivery
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) within 12 months
Strong Microsoft Office Suite skills
High level of time management and organization skills
Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English

Nice to Have

Knowledge of RBC Dominion Securities' systems and procedures
Experience in the securities industry is an asset

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper.

We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.

You will also benefit from:

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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and highperforming team
The chance to work in a dynamic, collaborative, progressive, and highperforming team
A worldclass training program in financial services

Job Skills
Account Management, Communication, Contact Clients, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Office Administration, Prioritization

Additional Job Details

Address:

303

MOODIE DR:

OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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