RBC – Raleigh, NC
Part-time, Contract, Internship
Position Purpose:
In addition to working with Financial Advisors and learning more about investment products and concepts your main responsibilities will include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, and preparing client correspondence. Can perform at a basic or fundamental level in all areas of accountability and function effectively in a fast-paced, professional environment.
Key Accountabilities:
This position will provide administrative and operational support to one or more Financial Advisors.
- Servicing clients in a pleasant, professional manner and respond to routine inquires.
- Provide clients with requested information such as account balances, stock quotes or other account-related information.
- Assist with department mailing and filing projects.
- Other general administrative support as assigned.
Basic Qualifications
- Excellent written and verbal communication skills.
- Detail oriented with strong organizational skills.
- Customer service experience.
- Ability to multitask.
- Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook).
- Must be eligible to work in the US without sponsorship and reside within 50 miles of office.
When you apply please include a cover letter stating your interest in the position, hours you are available to work, and your salary requirements.
Diversity:
Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.