Private Client Associate Langley
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Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N Investment Counsel, coordinating portfolios, documentation, and service.
This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows, records, and appointments. Receptionist responsibilities include greeting clients, handling communications, and supporting office operations.
Key Responsibilities:
- Investigate and resolve client inquiries and administrative errors
- Process trades accurately and within required timelines
- Manage account opening, documentation, cash flows, and balances
- Maintain records, files, appointments, and scheduled meetings
- Greet clients and coordinate incoming communications professionally
Requirements:
- Minimum two years’ similar investment industry experience
- Prior receptionist experience in a professional office
- Advanced Microsoft Office proficiency, including Excel, Word, PowerPoint
- Exceptional verbal and written communication skills
- Ability to commute to Langley five days weekly
Apply private client administration, investment industry experience, and reception expertise supporting RBC PH&N Investment Counsel clients in Langley.
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