Branch Operations Assistant

Job Description

What is the opportunity?                     

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities Management team located in Ottawa is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees.

What will you do?

• Executes administrative tasks and provides day to day operations support to branch management.
• Processes account documentation, incoming and outgoing funds, and compliance related forms, ensuring accuracy and adherence to established procedures and regulatory requirements.
• Manages incoming communications from clients, advisors, and internal partners, coordinating responses and routing requests to appropriate team members to ensure timely and accurate resolution.
• Delivers customer service by responding to client inquiries, processing account maintenance requests, and supporting advisor teams with administrative documentation to maintain client satisfaction.
• Works on routine and may experience non standard operational or support activities and assignments related to operations, applying established methods.
• Makes decisions within own scope of work and defined parameters with limited latitude, escalating issues as needed.
• Regularly generates ideas to improve operations tasks, applying creativity within established guidelines and resolving operational problems through guidelines and practice.
• Fosters and maintains effective working relationships with colleagues and stakeholders within the broader team.

What do you need to succeed?

Must-have

• Demonstrates a positive, approachable demeanor that contributes to an uplifting and welcoming work environment
• Ability to complete duties independently seeking out own answers and solutions
• Attention to detail and excellent time management skills
• Exceptional written and verbal communication skills
• Strong Microsoft Office skills
• A professional approach to all situations

Nice-to-have

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Experience in the banking and/or securities industry is an asset

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 and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and contribute to an inclusive and collaborative workplace environment
• Work in a dynamic, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

Address:

City:

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Work hours/week:

Employment Type:

Platform:

Job Type:

Pay Type:

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.