Branch Operations Associate – Wealth Management Support

RBC; Collingwood; On-site; CAD 40,000 - 55,000; Full time

Job summary

RBC Dominion Securities in Collingwood is hiring a Branch Operations Assistant to provide superior service and administrative support to clients and employees. The role involves handling inbound calls, resolving order and coverage issues, processing initial loss information for claims, and ensuring clear documentation of all client communications.

Applicants should demonstrate meticulous attention to detail, strong time management, and excellent written and verbal communication.

Qualifications

• Meticulous attention to detail and excellent time management.
• Excellent written and verbal communication in customer service.
• Strong Microsoft Office skills.
• Professional approach to all situations to create a positive working environment.
• Ability to complete duties independently seeking out own answers and solutions.

Responsibilities

• Answer inbound customer service calls and troubleshoot.
• Identify order issues and determine action for resolution.
• Obtain initial loss information from customers and begin claims processing.
• Address minor coverage issues and resolve complaints; document communications.
• Provide attentive and accurate service to clients and respond to their needs.

Skills

Attention to detail

Time management

Written and verbal communication

Professional demeanor

Independent problem solving

Tools

Microsoft Office

Job description

RBC Dominion Securities in Collingwood is hiring a Branch Operations Assistant to provide superior service and administrative support to clients and employees. The role involves handling inbound calls, resolving order and coverage issues, processing initial loss information for claims, and ensuring clear documentation of all client communications.

Applicants should demonstrate meticulous attention to detail, strong time management, and excellent written and verbal communication.