First Nations / Inuit / Métis – Manager - Data analytics

BMO; San Juan de Terranova; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a resourceful and empathetic Administrative Assistant to enhance client experiences and support a dynamic Advisory team. In this pivotal role, you will manage client accounts, ensuring timely resolutions and compliance with industry regulations. Your exceptional organizational skills will be crucial in coordinating meetings and onboarding new clients. Join a collaborative, high-performing team that values personal growth and community impact, while benefiting from a comprehensive rewards program and world-class training in financial services. This is your chance to make a meaningful difference in the lives of clients and contribute to a thriving community.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Commissions

World-class training program

Qualifications

• Strong skills in working with various business applications/technology.
• High level of time management and organization skills.

Responsibilities

• Impact client experience through execution of client account administration.
• Assist the Advisor team in welcoming and onboarding new clients.
• Manage incoming communications from clients and Advisors.

Skills

Customer Service

Time Management

Data Entry

Interpersonal Relationships

Problem Resolution

Teamwork

Knowledge Organization

Education

Completion of the Canadian Securities Course (CSC)

Completion of Conduct & Practices Handbook (CPH)

Tools

Desktop Tools

Job description

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in St. John's, NL is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients / prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Strong skills in working with various business applications / technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry is an asset

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from :

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software