Associate

Job Description

What is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.What will you do?

Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners

Support the Investment Advisors in general administrative duties in the management of client accounts

Support the Investment Advisors in the preparation of client reviews and presentations

Request information and documentation from clients in order to open accounts and keep client files up to date

Assist in preparing mailings such as seminars, newsletters, and information packages

Coordinat...