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Administrative Assistant

Full Time
3 days ago
What is the opportunity?

The Charlottetown RBC Dominion Securities Branch in Prince Edward Island is currently seeking an Administrative Assistant to join a well-established team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative tasks related to client accounts and by responding to client inquiries.

What will you do?
  • Main duties involve client onboarding process: client account documentation, transfer forms, and inputting client information into database.
  • Investigate and resolve inquiries related to accounts and refer to the Investment Advisor and client where appropriate
  • Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports. Follow-up on client trades to ensure settlement and delivery
  • Utilize contact management system for daily task management.
  • Provide world class client service to our valued clients.
  • Work on projects and assist with overflow.
  • Assist in preparing mailings such as newsletters and information packages
  • Assist the Investment Advisor in preparing for client meetings and client appreciation events

  • What do you need to succeed?


  • Demonstrated skills in providing world class client service that will come across as professional, warm, and friendly to our clients
  • Organizational and administrative skills required to perform activities in a deadline driven environment, working with constant interruptions.
  • Meticulous attention to detail and excellent time-management skills
  • Excellent command of the English language (verbal and written).
  • Strong Microsoft Office skill.
  • Ability to receive direction from multiple individuals
  • Ability to deal with varying personalities of internal and external clients
  • Willingness and ability to complete both CSC and CPH

  • Nice-to-have

  • Previous administrative experience.
  • Undergraduate Degree

  • 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, flexible benefits, and competitive compensation
  • 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

  • About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


    City: Charlottetown
    Address: 134 Kent Street, Suite 602
    Work Hours/Week: 37.5
    Work Environment: Branch
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 12/17/2019
    Req ID: 202965

    Posting Notes:
    Sales and Marketing