Job Listings in Edmonton

Job Position: Private Client Associate - Summer 2022

Company: RBC

Location: Edmonton 

Length of Position: Full Time Temporary

What is the opportunity?

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients.

 

What will you do?

• Identify, investigate, and resolve all client inquiries, administrative errors, etc.
• Be a key support to the administrative activities and responsibilities of the team
• Ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings / calls
• Stay current with all RBC Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships.

 

What do you need to succeed?

Must-have
• Experience in an Administrative role in the Investment Industry
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)
• Be able to work under high pressure
• Strong communication skills, both verbal and written

For more information and to apply, click on the link below:

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