Investment Funds Advisor Assistant

3 days ago


Vancouver, British Columbia, Canada RBC - Royal Bank Full time

Job Summary

We are seeking a highly skilled and detail-oriented Financial Services Support Specialist to join our team at RBC - Royal Bank. As a key member of our team, you will provide administrative and operational support to our Investment Advisors, ensuring seamless client experiences and efficient operations.

Key Responsibilities

  • Assist with administrative tasks such as running reports, checking trades, and assisting to decipher any discrepancies.
  • Assist with client trades and reply to inquiries by email or over the telephone.
  • Prepare and assist clients with forms or website access.
  • Ensure compliance and regulatory requirements are followed when taking client trades or updating information.
  • Contact clients to book annual reviews 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 rebalancing the portfolio as requested by the advisor.
  • Work 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 queries from clients.

Requirements

  • Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
  • Have 2-3 years' experience in a similar role in the Investment Industry
  • Demonstrated Excellence with Customer Service - minimum 2-3 years' experience
  • Advanced proficiency with MS Office (Word, Excel, PowerPoint)

What We Offer

  • A comprehensive Total Rewards package, including comprehensive 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


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