Branch Operations Specialist – Client Service & Admin

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

Benefits offered by this job

Total Rewards Program

Commissions where applicable

Stock options where applicable

World-class training program

Job summary

RBC Dominion Securities is seeking a Branch Operations Assistant in Ottawa to provide administrative and operational support to clients and staff. The role involves processing documents, handling funds and compliance forms, and coordinating communications to ensure timely resolutions.

The successful candidate will deliver excellent customer service, manage multiple tasks, and maintain strong relationships within the branch team.

Qualifications

• Attention to detail and strong time management skills.
• Exceptional written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Professional approach to all situations.

Responsibilities

• Executes administrative tasks and provides day to day operations support to branch management.
• Processes account documentation, funds, and compliance forms.
• Manages communications from clients, advisors, and internal partners; routes requests for timely resolution.
• Delivers customer service by handling client inquiries and account maintenance requests.
• Supports advisor teams with administrative documentation to maintain client satisfaction.
• Escalates issues as needed within defined parameters.
• Suggests ideas to improve operations within guidelines.
• Maintains effective working relationships with colleagues and stakeholders.

Skills

Attention to detail

Time management

Microsoft Office

Communication skills

Customer service

Independent work

Job description

RBC Dominion Securities is seeking a Branch Operations Assistant in Ottawa to provide administrative and operational support to clients and staff. The role involves processing documents, handling funds and compliance forms, and coordinating communications to ensure timely resolutions.

The successful candidate will deliver excellent customer service, manage multiple tasks, and maintain strong relationships within the branch team.