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Investment Funds Portfolio Assistant

2 months ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

This is a dynamic role within the Investment Services team at Royal Bank of Canada, where you will provide administrative and operational support to Investment Advisors. You will be responsible for handling client-related issues, including research, communication, and documentation.

Key Responsibilities
  • Assist with administrative tasks, such as running reports, checking trades, and resolving discrepancies.
  • Support client trades and respond to inquiries via email or phone.
  • Prepare and assist clients with forms and website access.
  • Ensure compliance with regulatory requirements when handling client trades or updating information.
  • Coordinate annual reviews with clients on behalf of the advisor and prepare portfolio information for the meeting.
  • Research and update client files in the contact management system.
  • Prepare client asset mix analysis and trades for portfolio rebalancing as requested by the advisor.
  • Collaborate with the advisor to prepare, send, and track investment policy statements to prospective clients.
  • Work with the Estate Department to mail estate packages, prepare forms, follow up on documents, and answer client queries.
Requirements
  • Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) and at least 1 year of experience in a similar role.
  • 2-3 years of experience in a similar role in the Investment Industry.
  • Demonstrated excellence in customer service with a minimum of 2-3 years of experience.
  • Advanced proficiency in MS Office (Word, Excel, PowerPoint).
Preferred Qualifications
  • Working towards PFP, CFP, or CIM.
What We Offer
  • A comprehensive Total Rewards package, including salary, bonus, and benefits.
  • Challenging work and variety of assignments.
  • Financial strength and a strong brand.
  • A strong and diverse team.
  • Management that supports your work and progression.