Administrative Assistant

The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. Responsibilities: Prepare account opening documentation Follow up on documentation with clients or back office as required Follow up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports Maintain all pending plan transfers to ensure proper settlement and delivery Schedule portfolio reviews Prepare client review materials, correspondence and reports Utilize contact management system for daily task management and client record-keeping Assist in filing and preparing mailings such as seminars, newsletters and information packages Conduct various administrative functions as required including the review of incoming mail and answering telephone calls. Requirements: Completion of the CIRE exam (or willingness to complete within 12 months) Administrative experience preferably in Wealth Management or Finance Exceptional communication skills High attention to detail Ability to work under pressure meeting strict deadlines Experience using Microsoft Office Exceptional organisational skills Nice to have: Financial industry knowledge Minimum 1-2 years Investment Industry experience Proficiency in Excel What's in it for you: A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits 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 build close relationships with clients The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary. Job Data by YubHub .