Branch Operations & Client Support Specialist

RBC Dominion Securities Inc.; Toronto; On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

World-class training program

Job summary

The RBC Dominion Securities Branch Operations team in Etobicoke is seeking a Branch Operations Assistant to deliver high-quality client service and provide essential administrative and operational support to clients and employees.

You will help manage communications, respond to client needs, and support both the Management team and Advisor groups with funds processing and account documentation in a fast-paced wealth management environment.

Qualifications

• Must have meticulous attention to detail and excellent time management.
• Exceptional written and verbal communication skills in English.
• 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.

Responsibilities

• 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 provide support to 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.

Skills

Attention to detail

English communication

Microsoft Office

Professionalism

Independent work

Job description

The RBC Dominion Securities Branch Operations team in Etobicoke is seeking a Branch Operations Assistant to deliver high-quality client service and provide essential administrative and operational support to clients and employees.

You will help manage communications, respond to client needs, and support both the Management team and Advisor groups with funds processing and account documentation in a fast-paced wealth management environment.