Office Associate
Duluth, MN 
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Posted 1 month ago
Job Description

Job Summary

Job Description

What is the opportunity?

Join RBC and be an integral member of our team. As Office Associate, you will provide support to ensure the branch operates efficiently on an ongoing basis, especially handling the needs and requests of our clients.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials, open and manage incoming mail
  • Support Financial Advisors (FA) and Client Associates (CA) with administrative assistance such as mass mailings and expense reports
  • Plan and coordinate client and vendor events.
  • Act as back-up when support staff is out of the office
  • Daily cashiering duties, including check deposits and printing outgoing checks, and follow-up daily compliance reporting

What do you need to succeed?

Must-have

  • 1+ year of general office experience
  • Proficient computer skills including Microsoft Office suite
  • Strong verbal and written communication skills
  • Excellent people and organizational skills with the ability to coordinate multiple projects and work effectively under pressure to meet deadlines
  • Ability to work independently in a fast-paced, dynamic environment and consistently use good judgement.
  • Desire to obtain required licensing (SIE, Series 7, and 66)

Nice-to-have

  • Associate's degree or Bachelor's degree
  • Basic understanding of financial services

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 lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Calendar Management, Communication, Computer Literacy, Detail-Oriented, Email Services, Knowledge Organization, Office Administration, Spreadsheet Software, Teamwork, Time Management

Additional Job Details

Address:

1420 LONDON ROAD:DULUTH

City:

Duluth

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-20

Application Deadline:

2024-03-27

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 .


RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Associate Degree
Required Experience
1+ years
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