Job Description

What is the opportunity?The RBC Dominion Securities branch located in downtown Vancouver on Thurlow is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team. The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.What will you do?

Prepare account opening documentation

Follow up on documentation with clients or back office as required

Follow up on client trades to ensure proper settlement and delivery

Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports

Maintain all pending plan transfers to ensure proper settlement and delivery

Schedule portfolio reviews

Prepare client review materials, correspondence and reports

Utilize contact management system for daily task manage...