Branch Operations & Client Services Specialist

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

Job summary

RBC Dominion Securities in Burnaby, BC, is seeking a Branch Operations Assistant to join our team. You will provide superior service along with administrative and operational support to clients and employees, helping the Management team and Advisor groups run smoothly.

This full-time role involves handling client communications, processing funds and account documentation, and coordinating office tasks. A professional demeanour, meticulous attention to detail, and strong MS Office skills are

Qualifications

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

Responsibilities

• 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 provide support to the Branch Operations Manager
• Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

Skills

Attention to detail

Time management

Written and verbal English

Microsoft Office

Independence

Education

Canadian Investment Regulatory Exam (CIRE)

Tools

Microsoft Office

RBC Dominion Securities systems

Job description

RBC Dominion Securities in Burnaby, BC, is seeking a Branch Operations Assistant to join our team. You will provide superior service along with administrative and operational support to clients and employees, helping the Management team and Advisor groups run smoothly.

This full-time role involves handling client communications, processing funds and account documentation, and coordinating office tasks. A professional demeanour, meticulous attention to detail, and strong MS Office skills are