Found Description
Overview
As part of a energetic team, you will assist 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.