Opportunity Description
Join RBC Dominion Securities in Red Deer as an Associate, focusing on client account management and investment support. This full-time position is ideal for those with a knack for proactive client service and effective organization.
In this Associate role, you will maintain and administer client accounts, collaborating closely with Investment Advisors. Responsibilities include executing trades, responding swiftly to client inquiries, and ensuring compliance through excellent documentation practices. You will also engage in office administration functions to streamline communications and enhance client experiences.
Key Responsibilities:
• Manage account maintenance and compliance
• Ensure proper settlement of trades
• Address client inquiries efficiently and warmly
• Perform analysis on client accounts and products
• Assist in various administrative functions as needed
Requirements:
• Strong skills in Microsoft O...
In this Associate role, you will maintain and administer client accounts, collaborating closely with Investment Advisors. Responsibilities include executing trades, responding swiftly to client inquiries, and ensuring compliance through excellent documentation practices. You will also engage in office administration functions to streamline communications and enhance client experiences.
Key Responsibilities:
• Manage account maintenance and compliance
• Ensure proper settlement of trades
• Address client inquiries efficiently and warmly
• Perform analysis on client accounts and products
• Assist in various administrative functions as needed
Requirements:
• Strong skills in Microsoft O...
Interested in this opportunity? Apply now through Expertini.
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