Found Description
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 a wide range of advanced administrative/operational assignments, providing exceptional service to RBC PH&N Investment Counsel high net worth Clients. For more information, please visit:
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 t...