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A prominent financial institution in Calgary is seeking a Regional Administration Coordinator to provide administrative support to Financial Planning Specialists. The ideal candidate has at least two years of experience in the financial sector, a strong work ethic, and is bilingual in English and French. This role offers a collaborative and progressive work environment with opportunities for personal and professional growth.
What is the opportunity? RBC Family Office Services assists clients in creating comprehensive financial plans and estate planning strategies. As the Regional Administration Coordinator you will be responsible for providing support to the Financial Planning Specialists, Will and Estate Consultants, and Business Owner – High Net Worth Planning Services Specialists to enable them to focus on providing superior client service. What will you do?
Fulfill administrative duties: Printing, packaging, and mailing of client reports
Manage specialist calendars and meeting materials
Complete monthly expense reports
Maintain and order equipment and supplies
Manage files and records, and complete travel arrangements
Assist with preparations for business seminars and special events
A minimum of two years of experience in a similar position in the financial industry
Strong working knowledge of Microsoft Office
Effective written, verbal and electronic communication skills
Self-motivated and able to work with minimal supervision
Ability to work effectively with others and be perceived as a team player
Ability to work under pressure to meet deadlines
Bilingualism (English and French) required, as you will regularly do business with RBC partners and / or employees across Canada with English and French speaking needs.
Nice to have : IFIC
CSC
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 :
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to take on progressively greater accountabilities
Job Skills Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software Additional Job Details
1 PLACE VILLE MARIE : MONTRÉAL
City: MONTRÉAL
Country: Canada
Work hours / week: 37.5
Employment Type: Full time
Platform: Job Type :
Regular
Pay Type: Salaried
Posted Date: 2024-07-17
Note: Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
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