Description
The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios, relationships, and meetings.
You will:
- Respond to client inquiries and update client files as required
- Prepare client presentation material and meeting material in advance
- Attend client meetings, if requested
- Draft correspondence and client newsletters
- Assist in preparing financial plans using RBC's proprietary software
- Respond to tax-related questions from accountants
- Assist with securities trading as directed by the Investment Counsellor
- Develop and manage marketing lists, help with new account presentations, and prepare new prospect proposals
- Prepare client Investment Policy Statements from a template
- Model, monitor, and provide suggestions to rebalance the portfolios
- Ensure compliance to client mandate and portfolio models are met
- Assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed.
To succeed, you will need:
- Minimum of 2 years in a client-facing role in a financial institution, including financial planning
- University Degree
- Completion of either CIM or CFA Level 1
- PFP or CFP
- Experience in Trading
- Advanced MS Office skills (Word, Excel, Power Point)
- Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy
In return, you will receive:
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions and stock where applicable
- Challenging work and variety of assignments
- Financial strength and a strong brand
- Prestige and management that supports your work and progression
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