Store Assistant Manager

Northern Reflections; Saskatchewan; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a leading wealth management firm as an Administrative Assistant, where you will play a crucial role in enhancing client experiences and supporting the Advisory team. This dynamic position involves managing client accounts, responding to inquiries, and ensuring compliance with industry regulations. You will thrive in a collaborative environment that values personal growth and mutual success. With a focus on providing world-class service, you will have the opportunity to make a meaningful impact on clients' lives while being part of a supportive and high-performing team. Embrace this chance to grow your career in financial services with comprehensive training and development opportunities.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Commissions

Stock options

World-class training program

Qualifications

• Strong skills in business applications and technology.
• Exceptional verbal and written communication skills.

Responsibilities

• Provide exceptional service and support to clients and Advisors.
• Manage client account administration and inquiries efficiently.

Skills

Customer Service

Time Management

Communication Skills

Data Entry

Teamwork

Education

Completion of the Canadian Securities Course (CSC)

Completion of Conduct & Practices Handbook (CPH)

Tools

Desktop Tools

Job description

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Saskatoon 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.

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
• Exceptional verbal and written communication

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