Private Client Associate

RBC PH&N Investment Counsel is seeking a Private Client Associate to join their team in Mississauga, Ontario, Canada. As a Private Client Associate, you will be responsible for assisting the Investment Counsellor and other team members in providing daily portfolio maintenance, administration, and superior service to high-net-worth clients. You will also be responsible for receptionist duties, ensuring clients are greeted and received for appointments.

Responsibilities:

• Identify, investigate, and resolve client inquiries and administrative errors
• Provide key support for administrative activities and responsibilities of the team
• Ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation, and maintain client cash flows and balances
• Maintain records and files, and attend client meetings as required
• Proactively assist with client management of appointments and scheduled meetings/calls
• Stay current with all RBC policies and procedures
• Assist other team members and strengthen cross-business working relationships

Receptionist duties:

• Ensure all clients and staff are attended to in a highly professional, efficient, and courteous manner
• Become one of the main points of contact for day-to-day technology and premises troubleshooting
• Liaise with appropriate functional departments to minimize client and staff disruption
• Help manage incoming communications from clients, Investment Counsellors, and other internal and external partners
• Contribute to the team by assisting with coordinating staff functions
• Complete expense reports for Counsellors, order courier supplies, and maintain access card log list for audit purposes

Requirements:

• Minimum of 2 years' experience in a similar role in the Investment Industry
• Prior receptionist experience in a professional and high-profile office environment
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)
• Exceptional communication, verbal, and written communication skills

Nice to Have:

• CSC (Canadian Securities Course)
• University Degree

What's in it for you?

• Gain a breadth of experience and exposure to the global WM platform
• Opportunities to take on progressively greater accountabilities
• Opportunities to build close relationships with colleagues and clients