# Administrative Support

**Company**: Phillips Hager & North Investment Services
**Location**: Vancouver, British Columbia
**Experience**: mid
**Job type**: full-time
**Salary**: $46,000 - $70,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Investment-Funds-Advisor-Assistant_R-0000191084-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_eab4d929-73b

## Description

We are seeking an Administrative Support to join our team at Phillips Hager & North Investment Services, a part of RBC. As an Administrative Support, you will provide administrative and operational support to Investment Advisors who deal with mass affluent and high net worth clients.

Responsibilities:

- Preparing, sending and tracking investment policy statements

- Involved in asset mix analysis, and rebalancing the portfolio (with Manager's approval) where required

- Ensuring compliance and regulatory adherence of client portfolios and trades

- Researching and updating client files in the contact management system

- Attending meetings, compiling notes, and following up on outstanding issues with Investment Advisors

- Assisting Investment Advisors in preparation for Client Meetings

- Running reports and assisting to decipher any discrepancies that appear on Investor Statements

- Creating estate packages, compiling manager review schedules and booking appointments, and assisting with mail outs as required

- Communicating with clients over the phone to help them with their queries, taking/completing trades, helping with their accounts or following up on any issues.

Requirements:

- Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), licensed for at least 1 year

- 2-3 years' experience in a similar role in the Investment Industry

- Demonstrated excellence with Customer Service – minimum 2-3 years' experience

- Advanced proficiency with MS Office (Word, Excel, Powerpoint)

Nice to Have:

- Working towards PFP, CFP or CIM

What we offer:

- A comprehensive Total Rewards package, including comprehensive salary, bonus, benefits

- Challenging work

- Variety of assignments

- Financial strength and a strong brand

- A strong and diverse team

- Management that supports your work and progression

The expected salary range for this position is $46,000 - $70,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

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## Skills

### Required
- Customer Service
- Investment Management
- MS Office

### Nice to have
- PFP
- CFP
- CIM

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Investment-Funds-Advisor-Assistant_R-0000191084-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)