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Job Description
What will you do?
RBC Dominion Securities provides Summer Students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals. Summer Administrative Assistants help Advisor teams provide exceptional client experiences. While responsibilities and projects will vary across desks, the Summer Students include:
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team with client onboarding and maintenance of existing client accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- Provide support on assigned projects, conducting research, and sharing information with the team.
What do you need to succeed?
Must-have
- Strong Microsoft Office Suite skills
- 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 skills in English
Nice-to-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Knowledge of RBC Dominion Securities’ systems and procedures
- 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.
- 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
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