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Job Description
What is the opportunity?
RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.
As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance, administration, and superior service to RBC PH&N Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments. For more information, please visit: http://www.rbcphnic.com
What will you do?
Private Client Associate duties:
- Identify, investigate, and resolve all client inquiries, administrative errors, etc.
- Be a key support to the 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 & Procedures
- Assist other team members and continue to strengthen cross-business working relationships.
Receptionist duties:
- Ensure all clients and staff is 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 team by assisting with coordinating any staff functions
- Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office
- Various other duties and projects as assigned by the Manager, Practice Enablement
What do you need to succeed?
Must Have
- 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)
- Be able to work under high pressure
- Exceptional communication verbal and written communication skills
Nice to Have
- CSC
- University Degree
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Gain a breadth of experience and exposure to the global WM platform
- Opportunities to take on progressively greater accountabilities
- Opportunities to building close relationships with colleagues and clients
The expected salary range for the above position is $41,000 - $62,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Account Management, Client Engagements, Client Visits, Customer Success, Decision Making, Financial Regulation, Front Desk Operations, Greet Visitors, Interpersonal Relationships, Investment Risk Management, Problem Solving, Reception DutiesAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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