Canada

Administrative Assistant (Saskatoon)

Administrative Assistant (Saskatoon)
Description
Role Overview

RBC Dominion Securities branch located in Saskatoon is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Administrative Assistant. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.Responsibilities

Impact client experience through execution of client account administration, including account opening, account maintenance and effective resolution of client requests. Maintain existing client accounts and identify opportunities to contact clients. Manage 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.).Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. Qualifications

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 qualified, warm, and friendly to our clients. Exceptional verbal and written communication skills.Nice‑to‑have: Completion of Industry Investment Representative licensing requirements (6 month requirement if not already obtained). Knowledge of RBC Dominion Securities’ systems and procedures. Experience in the securities industry is an asset. Job Skills

Customer Service Data Entry Data Gathering&Analysis Desktop Tools Group Problem Solving Interpersonal Relationships Knowledge Organization Teamwork Time Management Word Processing Software Benefits

A comprehensive Total Rewards Program including bonuses and flexible perks, 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 an agile, collaborative, progressive, and high‑performing team. A world‑class training program in financial services.

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Administrative Assistant (Saskatoon) est visible sur Locanto dans la rubrique Saskatoon Banque, assurances, finance.

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