Administrative Assistant
Royal Bank of Canada View all jobs
- Campbell River, BC
- $40,000-45,000 per year
- Permanent
- Full-time
- Input and follow-up on client orders as directed by IA’s
- Meet and greet prospects and clients
- Investigate and follow-up on all client inquiries
- Utilize contact management system for all necessary follow up
- Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
- Follow-up on client trades to ensure proper settlement and delivery
- Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
- Maintain client files
- Ensure clients’ accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
- Utilize contact management system for daily task management
- Documentation & New Accounts Openings
- Research
- Print reports and distribute them accordingly
- Faxing and photocopying
- Word processing
- Ability to prioritize daily tasks
- Ensure daily communication with your Investment Advisors
- Ability to deliver results with shifting priorities
- Ability to deal with varying personalities with internal and external clients
- Canadian Investment Regulatory Exam, CIRE
- Excellent command of English language
- Good telephone manner
- Strong customer service
- Excellent organizational skills
- Ability to successfully multi-task
- Strong Microsoft Office skills
- Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal control policies (preferred)
- A comprehensive Total Rewards Program including bonuses and 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 service
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value