Branch Operations Assistant

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities Management team located in Mississauga is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees.

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.

• Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

• Ensure Branch and Cage reports are prepared, printed, reviewed (where assigned), distributed and/or presented to Branch Management for review. 

• Manage the filing for all branch operations related reports and documents, oversee branch retention of documents in accordance with internal controls

• Account opening approvals, this includes reviewing documentation and scanning forms into the documentation workflow system, pulling documentation for branch staff as needed

• Reception –answering phones and greeting clients

What do you need to succeed?

Must Have

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Strong Microsoft Office skills

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

• Ability to complete duties independently seeking out own answers and solutions

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset

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

• Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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 services

Job Skills

Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Followership, Interpersonal Relationships, Office Tools, Problem Management, Self-Service and Virtual Call Centers, Teamwork

Additional Job Details

Address:

4 ROBERT SPECK PKY:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-13

Application Deadline:

2024-06-21

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.