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