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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