Job Description

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...

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