Associate

Associate at RBC Dominion Securities Ottawa supporting Investment Advisors by maintaining client accounts, executing trades, rebalance functions, processing EFTs, following up on settlements, and handling client inquiries. Cross-training in office administration (account opening, meeting preparation, client communications) to provide proactive client service and ensure compliant, up-to-date client files. Collaboration with various departments to deliver timely solutions, with exposure to internal controls and regulatory requirements. Strong skills with Microsoft Office, especially Excel, and exceptional written and verbal communication. Experience in the securities industry is an asset.