Branch Operations Assistant, Medicine Hat

Job Description The Branch Operations Assistant is the first line of support and problem resolution for selected products and services. The successful candidate will apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

What will you do?

Help manage incoming communications from clients, advisors and other internal and external partners.

Provide attentive and accurate service to clients and respond to their needs.

Complete administrative tasks to help the management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.

Support advisor teams by processing incoming and outgoing funds, account opening and maintenance documentation, etc.

Answer inbound customer service calls, provide entry‑level troubleshooting, and redirect phone calls when appropriate.

Identify order issues and determine appropriate course of action for effective resolution.

Obtain initial loss information from customers and begin claims processing.

Address minor coverage issues and resolve minor complaints, ensuring all customer communication is clearly documented.

What do you need to succeed? Must‑have

Meticulous attention to detail and excellent time‑management skills.

Strong Microsoft Office skills.

A professional approach to all situations to create a positive working environment.

Ability to complete duties independently and seek out one's own answers and solutions.

Nice‑to‑have

Canadian Investment Regulatory Exam, CIRE.

Knowledge of RBC Dominion Securities’ systems and procedures, an asset.

Experience in the securities industry is an asset.

What’s in it for you?

A comprehensive Total Rewards Program including bonuses, 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.

A world‑class training program in financial services.

Job Skills Communication, Data Entry, Detail‑Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software.

Additional Job Details

Address: 320 SOUTH RAILWAY ST SE, Medicine Hat.

City: Medicine Hat.

Country: Canada.

Work hours/week: 37.5.

Employment Type: Full time.

Platform: WEALTH MANAGEMENT.

Job Type: Regular.

Pay Type: Salaried.

Posted Date: 2026‑03‑31.

Application Deadline: 2026‑05‑26.

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