Description
The Administrative Assistant will support top-producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative service and support.
Responsibilities:
- Takes the initiative to keep informed of current events, market news, and internal information on RBCnet and applicable internal sites
- Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties
- Gathers and prepares material required for presentations, marketing initiatives, etc.
- Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read
- Ensures FPIRP's diary is effectively time managed to create capacity for all required activities
Requirements:
- Sales-oriented, self-motivated, self-managed, and thrives in a fast-paced environment
- Consistently provides superior responsive service to client requests to build customer loyalty and trust
- Extremely well-organized with the ability to multi-task and prioritize
- Energetic and enthusiastic team player who pays attention to detail
- Strong computer skills
- Great sense of initiative
- Experience in administration or secretarial tasks is an important asset
- Bilingualism (English and French) required
Benefits:
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions and stock where applicable
- World-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team