Branch Operations Assistant

RBC Dominion Securities; Courtenay; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading wealth management firm in Courtenay is seeking a Branch Operations Assistant/Receptionist. Responsibilities include preparing bank deposits, managing customer interactions, and assisting with internal controls. The ideal candidate has strong multitasking abilities, exceptional attention to detail, and effective communication skills. This full-time position offers a salary range of $40,000 to $55,000, contributing to a team-focused and supportive work environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

World-class training program

Qualifications

• Ability to prioritize and multitask effectively.
• Knowledge of client account policies and procedures.
• Exceptional attention to detail in all tasks.
• Strong communication skills and teamwork attitude.

Responsibilities

• Prepare bank deposits and manage cheques.
• Assist with mail distribution and phone coverage.
• Ensure accurate branch report files are maintained.
• Provide efficient client service and support to advisors.

Skills

Prioritization and multitasking

Knowledge of security cage operations

Communication skills

Attention to detail

Job description

Job Description

What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

What is the opportunity? The RBC Dominion Securities branch located in Courtenay, BC is currently seeking a Branch Operations Assistant/Receptionist to provide back office support to clients, Investment Advisors, and Investment Advisor Associates.

What will you do?

• Preparation of cheques, RSP/RIF withdrawals as requested (i.e. ensure that cheques are properly signed before release or mailing)
• Prepare bank deposits, deliver to bank and pick up of transit mail
• Print daily reports and distribute them accordingly
• Book-in and ship security certificates to Toronto
• Ensuring LOA’s are correctly completed with proper authorization
• Maintain standing LOA file and ensure valid/current LOA’s are on file
• Proactively advise and obtain from Assistants’ new LOA’s prior to expiry
• Assist with opening mail and distribute as per Internal Controls
• Assist with the phone coverage as required, in a courteous and professional manner
• Assist with the distribution of incoming courier bag and reports, faxes and transit mail
• Order forms and supplies
• Verifying and inputting incoming/outgoing cheques, and bank wires
• Serving customers/responding to requests made in person
• Verifying and processing all daily RSP contributions
• Provide courteous and efficient client service
• Maintain accurate branch report files
• Other admin duties as required

What do you need to succeed?

• Must have the ability to prioritize daily tasks, multi-task, deal with various personalities (internal and external) and be able to shift priorities and deliver results.
• Preference will be given to those who have knowledge of security cage operations, policies and procedures regarding client accounts and internal control policies.
• Responsible for participating in and adding to a positive working environment that relies on team work and a mature attitude
• Exceptional attention to detail in all aspects of job duties required
• Strong communication skills and keen attention to detail

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 service

Compensation

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 salary range for this position is $40,000-55,000

This position may be eligible to receive a discretionary/variable incentive payment.

RBC Compensation Philosophy

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Address

777 FITZGERALD AVE:COURTENAY

City

Courtenay

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2025-12-02

Application Deadline

2025-12-23

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above