Job Description
What is the opportunity?
RBC Dominion Securities Burlington branch is currently seeking an Associate to join an 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?
- Professional servicing of incoming telephone and e‑mail 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 to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending...