Branch Operations Assistant

RBC; Barrie; On-site; CAD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a Branch Operations Assistant to join their dynamic team in Barrie. This role offers the opportunity to provide exceptional service and administrative support, ensuring smooth operations within the branch. Ideal candidates will possess strong attention to detail, excellent communication skills, and proficiency in Microsoft Office. You'll have the chance to work in a collaborative environment that values growth and development, with a comprehensive rewards program and world-class training in financial services. If you're ready to make a difference and thrive in a high-performing team, this is the perfect opportunity for you.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Flexible benefits

Stock options

World-class training program

Coaching and development opportunities

Qualifications

• Meticulous attention to detail and excellent time management skills required.
• Exceptional written and verbal communication skills are essential.

Responsibilities

• Manage incoming communications from clients and internal partners.
• Provide administrative support to the Management team and Advisor teams.

Skills

Attention to detail

Time management

Written communication

Verbal communication

Microsoft Office

Education

Completion of Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Job description

The RBC Dominion Securities Management team located in Barrie is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees.

What will you do?

• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Provide attentive and accurate service to clients and respond to their needs.
• Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and support the Branch Operations Manager when needed.
• Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

What do you need to succeed?

Must-have

• Meticulous attention to detail and excellent time management skills.
• Exceptional written and verbal communication skills.
• Strong Microsoft Office skills.
• A professional approach to all situations to create a positive working environment.
• Ability to complete duties independently, seeking out own answers and solutions.

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset.
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset.
• Experience in the securities industry is an asset.

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.

• 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.