Administrative Assistant
Royal Bank of Canada
Oshawa, ON
Job Summary: RBC Dominion Securities, Canada's leading investment and wealth management firm, is seeking a dedicated and detail-oriented Associate to join our Toronto team. The successful candidate will provide comprehensive support to Investment Advisors, ensuring exceptional client service and efficient administrative operations.
Key Responsibilities:
- Coordinate and prepare materials for client and prospect meetings, ensuring all documentation is accurate and up-to-date.
- Provide proactive service by addressing client inquiries related to account transactions, documentation, and reporting.
- Assist in client onboarding processes, including account openings and maintenance, while ensuring compliance with internal controls and regulatory requirements. Job Search Canada | Indeed
- Support the preparation of client reviews and presentations, contributing to the development of tailored wealth management strategies. RBC Wealth Management+1Velvet Jobs+1
- Execute client trades as directed by the Investment Advisor or directly from the client over the phone. Job Search Canada | Indeed+3RBC Wealth Management+3Velvet Jobs+3
- Monitor all pending transfers to ensure timely completion and liaise with various departments to resolve any issues. RBC Wealth Management+1Velvet Jobs+1
- Maintain and update the team's communication channels, including websites, LinkedIn, brochures, and newsletters. Job Search Canada | Indeed
Qualifications:
- Undergraduate degree in Business, Finance, or a related field.
- Completion of or enrollment in the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). RBC Wealth Management+2Velvet Jobs+2Wall Street Friends Job Board+2
- Strong client support and communication skills, with a professional, warm, and friendly demeanor. Job Search Canada | Indeed+4Velvet Jobs+4RBC Wealth Management+4
- Well-developed time management and organizational abilities. RBC Wealth Management
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Keen interest in capital markets and investing, with plans to obtain CFA or CIM designation. Job Search Canada | Indeed+1Velvet Jobs+1
What's in It for You:
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Supportive leadership committed to your development through coaching and management opportunities. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Opportunity to make a meaningful impact and build lasting relationships with clients.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Dynamic, collaborative, and high-performing team environment.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Access to world-class training programs in financial services. Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
How to Apply: Interested candidates are invited to submit their resume and cover letter through the RBC Careers portal. We value diversity in the workplace and are committed to Employment Equity. Accommodations are available for applicants with disabilities throughout the recruitment process upon request.RBC Wealth ManagementJob Search Canada | Indeed+1Job Search Canada | Indeed+1
" required>Job Summary: RBC Dominion Securities, Canada's leading investment and wealth management firm, is seeking a dedicated and detail-oriented Associate to join our Toronto team. The successful candidate will provide comprehensive support to Investment Advisors, ensuring exceptional client service and efficient administrative operations.RBC Wealth Management+3Velvet Jobs+3Job Search Canada | Indeed+3
Key Responsibilities:
- Coordinate and prepare materials for client and prospect meetings, ensuring all documentation is accurate and up-to-date. Job Search Canada | Indeed
- Provide proactive service by addressing client inquiries related to account transactions, documentation, and reporting. RBC Wealth Management+3Job Search Canada | Indeed+3Velvet Jobs+3
- Assist in client onboarding processes, including account openings and maintenance, while ensuring compliance with internal controls and regulatory requirements. Job Search Canada | Indeed
- Support the preparation of client reviews and presentations, contributing to the development of tailored wealth management strategies. RBC Wealth Management+1Velvet Jobs+1
- Execute client trades as directed by the Investment Advisor or directly from the client over the phone. Job Search Canada | Indeed+3RBC Wealth Management+3Velvet Jobs+3
- Monitor all pending transfers to ensure timely completion and liaise with various departments to resolve any issues. RBC Wealth Management+1Velvet Jobs+1
- Maintain and update the team's communication channels, including websites, LinkedIn, brochures, and newsletters. Job Search Canada | Indeed
Qualifications:
- Undergraduate degree in Business, Finance, or a related field.
- Completion of or enrollment in the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). RBC Wealth Management+2Velvet Jobs+2Wall Street Friends Job Board+2
- Strong client support and communication skills, with a professional, warm, and friendly demeanor. Job Search Canada | Indeed+4Velvet Jobs+4RBC Wealth Management+4
- Well-developed time management and organizational abilities. RBC Wealth Management
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Keen interest in capital markets and investing, with plans to obtain CFA or CIM designation. Job Search Canada | Indeed+1Velvet Jobs+1
What's in It for You:
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Supportive leadership committed to your development through coaching and management opportunities. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Opportunity to make a meaningful impact and build lasting relationships with clients.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Dynamic, collaborative, and high-performing team environment.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Access to world-class training programs in financial services. Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
How to Apply: Interested candidates are invited to submit their resume and cover letter through the RBC Careers portal. We value diversity in the workplace and are committed to Employment Equity. Accommodations are available for applicants with disabilities throughout the recruitment process upon request.RBC Wealth ManagementJob Search Canada | Indeed+1Job Search Canada | Indeed+1
" required>Job Summary: RBC Dominion Securities, Canada's leading investment and wealth management firm, is seeking a dedicated and detail-oriented Associate to join our Toronto team. The successful candidate will provide comprehensive support to Investment Advisors, ensuring exceptional client service and efficient administrative operations.RBC Wealth Management+3Velvet Jobs+3Job Search Canada | Indeed+3Key Responsibilities:
- Coordinate and prepare materials for client and prospect meetings, ensuring all documentation is accurate and up-to-date. Job Search Canada | Indeed
- Provide proactive service by addressing client inquiries related to account transactions, documentation, and reporting. RBC Wealth Management+3Job Search Canada | Indeed+3Velvet Jobs+3
- Assist in client onboarding processes, including account openings and maintenance, while ensuring compliance with internal controls and regulatory requirements. Job Search Canada | Indeed
- Support the preparation of client reviews and presentations, contributing to the development of tailored wealth management strategies. RBC Wealth Management+1Velvet Jobs+1
- Execute client trades as directed by the Investment Advisor or directly from the client over the phone. Job Search Canada | Indeed+3RBC Wealth Management+3Velvet Jobs+3
- Monitor all pending transfers to ensure timely completion and liaise with various departments to resolve any issues. RBC Wealth Management+1Velvet Jobs+1
- Maintain and update the team's communication channels, including websites, LinkedIn, brochures, and newsletters. Job Search Canada | Indeed
Qualifications:
- Undergraduate degree in Business, Finance, or a related field.
- Completion of or enrollment in the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). RBC Wealth Management+2Velvet Jobs+2Wall Street Friends Job Board+2
- Strong client support and communication skills, with a professional, warm, and friendly demeanor. Job Search Canada | Indeed+4Velvet Jobs+4RBC Wealth Management+4
- Well-developed time management and organizational abilities. RBC Wealth Management
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Keen interest in capital markets and investing, with plans to obtain CFA or CIM designation. Job Search Canada | Indeed+1Velvet Jobs+1
What's in It for You:
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Supportive leadership committed to your development through coaching and management opportunities. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Opportunity to make a meaningful impact and build lasting relationships with clients.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Dynamic, collaborative, and high-performing team environment.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Access to world-class training programs in financial services. Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
How to Apply: Interested candidates are invited to submit their resume and cover letter through the RBC Careers portal. We value diversity in the workplace and are committed to Employment Equity. Accommodations are available for applicants with disabilities throughout the recruitment process upon request.RBC Wealth ManagementJob Search Canada | Indeed+1Job Search Canada | Indeed+1
" required>Job Summary: RBC Dominion Securities, Canada's leading investment and wealth management firm, is seeking a dedicated and detail-oriented Associate to join our Toronto team. The successful candidate will provide comprehensive support to Investment Advisors, ensuring exceptional client service and efficient administrative operations.RBC Wealth Management+3Velvet Jobs+3Job Search Canada | Indeed+3
Key Responsibilities:
- Coordinate and prepare materials for client and prospect meetings, ensuring all documentation is accurate and up-to-date. Job Search Canada | Indeed
- Provide proactive service by addressing client inquiries related to account transactions, documentation, and reporting. RBC Wealth Management+3Job Search Canada | Indeed+3Velvet Jobs+3
- Assist in client onboarding processes, including account openings and maintenance, while ensuring compliance with internal controls and regulatory requirements. Job Search Canada | Indeed
- Support the preparation of client reviews and presentations, contributing to the development of tailored wealth management strategies. RBC Wealth Management+1Velvet Jobs+1
- Execute client trades as directed by the Investment Advisor or directly from the client over the phone. Job Search Canada | Indeed+3RBC Wealth Management+3Velvet Jobs+3
- Monitor all pending transfers to ensure timely completion and liaise with various departments to resolve any issues. RBC Wealth Management+1Velvet Jobs+1
- Maintain and update the team's communication channels, including websites, LinkedIn, brochures, and newsletters. Job Search Canada | Indeed
Qualifications:
- Undergraduate degree in Business, Finance, or a related field.
- Completion of or enrollment in the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH). RBC Wealth Management+2Velvet Jobs+2Wall Street Friends Job Board+2
- Strong client support and communication skills, with a professional, warm, and friendly demeanor. Job Search Canada | Indeed+4Velvet Jobs+4RBC Wealth Management+4
- Well-developed time management and organizational abilities. RBC Wealth Management
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Keen interest in capital markets and investing, with plans to obtain CFA or CIM designation. Job Search Canada | Indeed+1Velvet Jobs+1
What's in It for You:
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Supportive leadership committed to your development through coaching and management opportunities. Job Search Canada | Indeed+2Wall Street Friends Job Board+2Job Search Canada | Indeed+2
- Opportunity to make a meaningful impact and build lasting relationships with clients.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Dynamic, collaborative, and high-performing team environment.Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
- Access to world-class training programs in financial services. Wall Street Friends Job Board+2Job Search Canada | Indeed+2Job Search Canada | Indeed+2
How to Apply: Interested candidates are invited to submit their resume and cover letter through the RBC Careers portal. We value diversity in the workplace and are committed to Employment Equity. Accommodations are available for applicants with disabilities throughout the recruitment process upon request.RBC Wealth ManagementJob Search Canada | Indeed+1Job Search Canada | Indeed+1