Assistant, Investment and Retirement Planning

RBC • Montreal, QC

4d • Remote

About The Position

This position offers the opportunity for a remote work. The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

Requirements

• Sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment.
• Consistently provide superior responsive service to client requests to build customer loyalty and trust.
• Extremely well organized with the ability to multi-task and prioritize.
• Energetic and enthusiastic team player who pays attention to detail.
• Strong computer skills
• Great sense of initiative
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice To Haves

• Experience in administration or secretarial tasks is an important asset.

Responsibilities

• Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites
• Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc.
• Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read
• Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• A world-class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed