# Investment Administration Assistant

**Company**: RBC PH&N Investment Counsel Inc.
**Location**: Toronto, Ontario
**Experience**: mid
**Job type**: full-time
**Salary**: $46,000.00 - $70,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Private-Client-Associate_R-0000189445-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_50522f8e-87d

## Description

As part of a dynamic team at RBC PH&N Investment Counsel Inc., you will be responsible for assisting the Investment Counsellor and other team members in providing daily portfolio maintenance and administration, as well as superior service to high-net-worth clients.

**Responsibilities:**

- Identify, investigate, and resolve client inquiries and administrative errors

- Provide key support for administrative activities and responsibilities of the team

- Ensure accurate and timely processing of trades

- Manage account opening and documentation, 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

**Requirements:**

- University degree

- Canadian Securities Course (CSC)

- Minimum 2 years of experience in a similar role in the investment industry

- Advanced proficiency in MS Office (Excel, Word, PowerPoint)

- Ability to thrive in a fast-paced environment managing multiple priorities and tight deadlines

**Nice to Have:**

- Current enrollment in CFA (Chartered Financial Analyst)

**What's in it for you:**

- 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 strong brand

- Prestige and management support for work and progression

## Skills

### Required
- Canadian Securities Course
- MS Office
- client management

### Nice to have
- CFA (Chartered Financial Analyst)

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Private-Client-Associate_R-0000189445-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)