Investment and Retirement Planning Assistant

RBC • Calgary, AB

7d • Hybrid

About The Position

Supporting 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 through telephone, fax, and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathers and prepares material required for presentations, meetings, marketing initiatives, etc. The work environment is your home office with flexibility to go to the branch if needed by the Financial Planners, Investment and Retirement Planning.

Requirements

• Sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment
• Strong skills in problem solving and sense of urgency
• Customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
• Excellent communication skills, oral/written skills, good business writing
• Resourceful and able to work independently
• Extremely well organized with the ability to multi-task and prioritize
• Pays attention to detail
• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
• Knowledge of the mortgage process and Home Financing products is an asset
• Credit experience
• Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

Nice To Haves

• Familiar with key referral sources
• Strong organizational awareness
• Strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
• Demonstrated personal commitment to ensure skills and knowledge are up-to-date

Responsibilities

• Consistently provides superior responsive service to client fax/e-mail/telephone requests
• Consistently provides superior responsive execution and delivery of client transactions/requests
• Manages office routines to ensure efficiency is maintained through availability and effective management of files and records.
• Gathers and prepares material required for presentations, meetings, marketing initiatives, etc.

Benefits

• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

What This Job Offers

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