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Investment Funds Portfolio Assistant
2 months ago
We are seeking a highly skilled and experienced Investment Funds Advisor Assistant to join our dynamic team at Royal Bank of Canada. As a key member of our team, you will provide administrative and operational support to our Investment Advisors, ensuring seamless delivery of services to our mass affluent and high net worth clients.
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 or website access.
- Ensure compliance with regulatory requirements when taking 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 our contact management system.
- Prepare client asset mix analysis and trades for rebalancing the portfolio as requested by the advisor.
- Collaborate with the advisor to prepare, send, and track investment policy statements to prospective clients.
- Work with our Estate Department to mail estate packages, prepare forms, follow up on documents required to settle the estate, and answer client queries.
- Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
- At least 23 years' experience in a similar role in the Investment Industry.
- Demonstrated excellence in customer service – minimum 23 years' experience.
- Advanced proficiency with MS Office (Word, Excel, PowerPoint).
- A comprehensive Total Rewards package, including 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 $45,000 - $56,000, 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, and generates sustainable shareholder returns and above market shareholder value.
Job Skills- Customer Knowledge.
- Customer Service.
- Group Problem Solving.
- Identifying Sales Opportunities.
- Oral Communications.
- Perseverance and Follow-Through.
- Product Services.
- Sales Activities.
- Sales Support.
- Teamwork.
