City : BRANTFORD, Ontario, Canada

Category : Operations

Industry : Financial/Banking

Employer : RBC

The RBC Dominion Securities Management team located in Brantford, is looking for a CIRO Licensed Branch Operations Assistant to join their team! You will provide superior client service along with administrative, operational, and wealth management support to clients and employees. This role is highly administrative and requires the ability to prioritize tasks, have organizational skills and exceptional attention to detail. This role ensures the branch is following procedures as outlined in the Internal Controls policies as well as regulatory requirements.

What will you do?

• Help manage incoming communications from clients, Advisors and other internal and external partners via phone, email or fax.

• Review and process daily branch transactions to ensure transactions have been entered accurately, all necessary departmental approvals have been obtained and Internal Controls have been followed. Daily branch transactions include: bank wires, cheque preparation, cheque and certificate deposits, documentation review and scanning

• Provide attentive and accurate service to clients and respond to their needs

• Assist with upholding IA teams business and client service plan, and client review schedule

• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, enter trade orders, etc.)

What do you need to succeed?

Must Have

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

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Excellent organizational and multitasking skills—keep track of multiple projects

• Excellent time-management skills, must be able to work under tight deadlines

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

• 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

• 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

Client Service, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Deadline Management, Followership, Interpersonal Relationships, Office Tools, Organizing, Prioritization, Problem Management, Professional Etiquette, Self-Service and Virtual Call Centers, Teamwork, Time Management

Additional Job Details

274 LYNDEN RD:BRANTFORDBRANTFORDCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-11-192024-12-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above