At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Administrative assistant

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Cambridge is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team.

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

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 account documentation, 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 up-to-date client files within appropriate systems.

Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Exceptional verbal and written communication in English

Nice-to-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

Knowledge of RBC Dominion Securities’ systems and procedures

Experience in the securities industry is an asset