Private Client Associate / Receptionist

Royal Bank of Canada•Vancouver, BC

2d•CA$46,000 - CA$65,000•Onsite

About The Position

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists. 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, administration, and superior service to RBC PH&N Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments.

Requirements

Minimum of 2 years' experience in a similar role in the Investment Industry
Prior receptionist experience in a professional and high profile office environment
Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
Be able to work under high pressure
Exceptional communication verbal and written communication skills

Nice To Haves

CSC
University Degree

Responsibilities

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.
Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner.
Become one of the main points of contact for day-to-day technology and premises troubleshooting.
Liaise with appropriate functional departments to minimize client and staff disruption
Help manage incoming communications from clients, Investment Counsellors and other internal and external partners
Contribute to team by assisting with coordinating any staff functions
Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office
Various other duties and projects as assigned by the Manager, Practice Enablement