RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The RBC Dominion Securities branch located in Nanaimo is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.
What will you do?
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Prepare account opening documentation
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Follow up on documentation with clients or back office as required
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Follow up on client trades to ensure proper settlement and delivery
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Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
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Maintain all pending plan transfers to ensure proper settlement and delivery
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Schedule portfolio reviews
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Prepare client review materials, correspondence and reports
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Utilize contact management system for daily task management and client record-keeping
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Assist in filing and preparing mailings such as seminars, newsletters and information packages.
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Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.
What do you need to succeed?
Must-have
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Administrative experience
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Exceptional communication skills in both English and Mandarin
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High attention to detail
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Ability to work under pressure meeting strict deadlines
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Minimum 1-2 years of banking experience preferred
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Experience using Microsoft Office
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Exceptional organizational skills
Nice-to-have
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Canadian Investment Regulatory Exam, CIRE is an asset
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Financial industry knowledge
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Minimum 1-2 years Investment Industry experience
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Proficiency in Excel
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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A world-class training program in financial services
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.
The expected base salary range for this position is $40,000 - $45,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
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Drives RBC’s high-performance culture
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Enables collective achievement of our strategic goals
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Generates sustainable shareholder returns and above market shareholder value
