Administrative Assistant

The RBC Dominion Securities branch located in Calgary North is seeking 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. Responsibilities 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. Requirements Strong Microsoft Office Suite skills High level of time management and organisation skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Nice to have Completion of the CIRE exam Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset Benefits 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 A world-class training program in financial services Job Data by YubHub .