Associate
$45,000–$45,000 year
On-siteVancouver, British Columbia, Canada
Vancouver, British Columbia, CanadaOn-siteFull Time$45,000–$45,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Coordinate and prepare meetings for the Advisor and their clients, while responding to inquiries regarding account transactions, documentation, and reporting. Provide proactive client service focused on problem resolution, ensuring accurate updates of client files and necessary documentation within compliance systems. Liaise with various departments for execution, manage incoming communications, and update team channels including websites and social media. Maintain complete client records and assist with new client onboarding processes.
Required Qualifications
- Strong Microsoft Office Suite skills
- Completion of the Canadian Securities Course (CSC)
- Completion of the Conduct & Practices Handbook (CPH)
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication
- Comfortable performing administrative duties in a fast-paced environment
Desired Qualifications
- Knowledge of RBC Dominion Securities' systems and procedures
- 1-3 years' experience in the securities industry
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