Branch Operations Assistant/branch Technology Specialist

What is the opportunity?

The RBC Dominion Securities Management team located in Ottawa is looking for a Branch Operations Assistant and Branch Technology Specialist to join their team! You will provide superior service along with administrative and operational support to clients and employees. The Branch Technology Specialist (BTS) works closely with the branch management team and the branch advisor teams to support technology related needs. These support needs will likely include break/fix issues with technology or applications, installation or replacement of hardware or applications, coordination of training and support for application rollouts and more. As a key resource for the branch, the BTS should build relationships with the branch users, head office partners, branch management and the community of BTSs from across the country.

What will you do?

• Help manage incoming communications from clients, Advisors and other internal and external partners.

• Provide attentive and accurate service to clients and respond to their needs

• Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.

• Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

• Provide technology and hardware support to branch staff, ensure hardware in the branch (monitors, desktops/laptops, phones, printers, etc.) are kept in working condition and replaced when necessary.

• System Access: Manage & coordinate system access requests (new, change, remove), new employee onboarding, complete yearly control and application risk audit attestations.

• Support branch users with set up of VPN/Citrix/BYOD Mobility.

• Identify computer hardware, software and telecommunication malfunctions and take action to resolve issues.

• Identify any issues that are not technology related and engage the appropriate team.

• Responsible for branch technology initiatives, including coordinating rollout training schedules, promoting training sessions and national/regional training calls, hardware refresh, etc.

• Liaise with back office to investigate application and technical support issues, provide timely updates to users, following up until resolved, escalate when necessary. Support branch users with contacting the Helpdesk for issues, open tickets, follow up and possible escalation.

• Reporting support, including review daily and various compliance-related operational reports and projects for errors and/or issues and investigate/escalate accordingly. Support branch management team with various administrative tasks as needed

• Provide project leads in Business Initiatives with feedback on break/fix issues and data integrity issues.

• Proactive communication with branch staff to assess and support, including walking around to speak with branch staff in person. Participate in monthly technology conference calls and quarterly operation/admin meetings, sharing ideas and providing feedback.

• Periodic ad-hoc training to existing users on basic applications, assist branch users with scheduling training appointments for virtual training.

What do you need to succeed?

Must Have

• Meticulous attention to detail and excellent time management skills

• Exceptional written and verbal communication skills

• Strong Microsoft Office skills

• A professional approach to all situations to create a positive working environment

• Ability to complete duties independently seeking out own answers and solutions

• Ability to prioritize daily tasks, multi-task, and deal with a variety of personalities (internal & external)

• Ability to quickly shift priorities and deliver results

• A strong interest and understanding of IT

Nice to Have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset

• Knowledge of RBC Dominion Securities' systems and procedures, an asset

• Experience in the securities industry is an asset

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

• A world-class training program in financial services

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above