Branch Operations Specialist – Wealth Management

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

Job summary

RBC Dominion Securities in Ottawa is seeking a Branch Operations Assistant to provide administrative and operational support to clients and employees. You will execute tasks, process funds and forms, manage communications, and assist advisors with documentation to ensure accurate and timely service.

The role emphasizes independent work, strong communication, and a professional approach within a regulated, full-time branch environment in Canada.

Qualifications

• Demonstrates a positive, approachable demeanor that contributes to an uplifting and welcoming work environment.
• Ability to complete duties independently seeking out own answers and solutions.
• Attention to detail and excellent time management skills.
• Exceptional written and verbal communication skills.
• Strong Microsoft Office skills.
• A professional approach to all situations.

Responsibilities

• Executes administrative tasks and provides day to day operations support to branch management.
• Processes account documentation, incoming and outgoing funds, and compliance related forms, ensuring accuracy and adherence to established procedures and regulatory requirements.
• Manages incoming communications from clients, advisors, and internal partners, coordinating responses and routing requests to appropriate team members to ensure timely and accurate resolution.
• Delivers customer service by responding to client inquiries, processing account maintenance requests, and supporting advisor teams with administrative documentation to maintain client satisfaction.
• Works on routine and may experience non standard operational or support activities and assignments related to operations, applying established methods.
• Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed.
• Regularly generates ideas to improve operations tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice.
• Fosters and maintains effective working relationships with colleagues and stakeholders within the broader team.

Skills

Customer service

Attention to detail

Time management

Communication skills

MS Office

Job description

RBC Dominion Securities in Ottawa is seeking a Branch Operations Assistant to provide administrative and operational support to clients and employees. You will execute tasks, process funds and forms, manage communications, and assist advisors with documentation to ensure accurate and timely service.

The role emphasizes independent work, strong communication, and a professional approach within a regulated, full-time branch environment in Canada.