Administrative Assistant

Job title: Administrative Assistant

Job description: What is the opportunity?

RBC Dominion Securities located in Winnipeg, MB is looking to hire an Administrative Assistant to join their team. You will provide administrative support to an established Investment Advisor by ensuring all documentation or requests are done with a high attention to detail. The successful candidate should be proficient with Microsoft Office and have administrative experience in the financial sector.

What will you do?

• Help maintain current knowledge of client accounts by reviewing daily activity and applicable reports
• Prepare client review materials, correspondence and reports
• Investigate and resolve inquiries related to accounts and escalate to the Investment Advisor, Branch Management where appropriate
• Utilize contact management system for daily task management
• Ensure all documents follow compliance and is done accurately in a timely manner
• Prepare account opening documentation for the IA team

What do you need to succeed?

Must-have

• Administrative experience
• Exceptional communication skills
• Experience in the financial sector
• Ability to prioritize and multi-task
• Ability to work under pressure meeting strict deadlines
• Proficient with Microsoft.
• Must obtain CSC and CPH within 1 year of the start date

Nice-to-have

• Post-secondary degree
• Paralegal Experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

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JOB SUMMARY
City: Winnipeg
Address: 201 Portage Avenue
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 07/16/2021
Platform: Wealth Management
Req ID: 377796
Ad Code(s):

Click Here to Apply

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