Support RBC Investment and Retirement Planners in Montréal through responsive client contact management and organized administrative service. Use strong computer skills, initiative, and bilingual communication daily.
This full-time administrative assistant supports Financial Planners, Investment and Retirement Planning, with sales objectives and related activities. The work centers on client requests, planner support, service-partner relationships, and efficient transaction processing. Organization, prioritization, and attention to detail are essential.
Key Responsibilities:
- Monitor current events, market news, and internal RBCnet information
- Identify planner needs and provide required information and documents
- Prepare materials for presentations and marketing initiatives
- Manage planner email, mail, correspondence, and requests
- Prioritize diary appointments to create capacity for required activities
Requirements:
- Sales-oriented, self-motivated, and self-managed approach
- Superior responsiveness to client requests and service needs
- Strong organization, multitasking, prioritization, and attention to detail
- Strong computer skills and a great sense of initiative
- English and French bilingualism; administration experience is an asset
Bring bilingual client service, financial planning support, and disciplined organization to RBC's Montréal Investment and Retirement Planning team.
RBC Investment Planning Administrative Assistant in Montréal employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
