Associate

RBC Dominion Securities is seeking an Associate to provide concierge-level administrative support to a successful Advisory Team in Vancouver.

The Associate will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Responsibilities:

• Daily administrative support to the Advisor and their team
• Coordinate and prepare meetings for the Advisor with clients/prospects
• Provide proactive client service with a focus on problem resolution and attention to details
• Respond to client inquiries regarding account transactions, requests for account documentation, and account reporting
• Coordinate the steps and processes for new client onboarding
• Help manage incoming communications from clients
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements
• Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters
• All other administrative duties as required

Requirements:

• Exceptional verbal and written communication in both English and Mandarin
• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or Canadian Investment Regulatory Exam, CIRE
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that is professional, warm, and friendly
• Strong Microsoft Office Suite skills
• Comfortable performing administrative duties in a fast-paced environment

Nice-to-have:

• Knowledge of RBC Dominion Securities' systems and procedures
• 1-3 years' experience in the securities industry

What's in it for you:

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients