Portfolio Management Assistant

6 days ago

London, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

**What will you do?**
- Identify, investigate, and resolve all client inquiries, administrative errors, etc. and ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain records and files and attend client meetings as required.
- Proactively assist with client management of appointments and scheduled meetings / calls.
- By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
- You will also be required to prepare meeting material in advance and attend client meetings as required
- Responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
- Assist with securities trading as required, and ensure daily reconciliation of trades are processed
- Assist with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
- Prepare the Investment Policy Statements, and model, monitor and rebalance the portfolios.
- Ensure that compliance to client mandate and portfolio models are met
- Assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

**What do you need to succeed?**

**Must Have**
- University Degree
- Completion of either CIM or PFP or CFA Level 1
- Experience in Trading
- Minimum of 2 years’ experience in a similar role
- Advanced MS Office skills (Word, Excel, Power Point )
- Attention to detail, excellent oral and written skills, and technologically savvy

**Nice to Have**
- Successful completion of CSC

**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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Challenging work
- Variety of assignments
- Financial strength and a strong brand

**Job Skills**

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

**Additional Job Details**

**Address**:
148 FULLARTON ST:LONDON

**City**:
LONDON

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-09

**Application Deadline**:
2025-01-06

**I**nclusion** 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.

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