Branch Operations Assistant

Opportunity

Responsibilities

• Manage incoming communications from clients, advisors, and internal and external partners.
• Provide attentive and accurate service to clients and respond to their needs.
• Manage office stationery orders and boardroom scheduling.
• Support the Branch Operations Manager with administrative and operational tasks.
• Process incoming and outgoing funds.
• Process account opening and maintenance documentation.
• Support advisor teams with administrative and operational tasks.

Requirements

• Meticulous attention to detail and excellent time management skills are required.
• Exceptional written and verbal communication skills in English are required.
• Strong Microsoft Office skills are required.
• A professional approach and the ability to work independently are required.
• The Canadian Investment Regulatory Exam is an asset.
• Knowledge of RBC Dominion Securities systems and procedures is an asset.
• Securities industry experience is an asset.