Private Client Associate

Identify, investigate, and resolve all client inquiries and administrative errors.

Provide 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 strengthen cross-business working relationships.

Minimum of 2 years' experience in a similar role in the Investment Industry.

Advanced proficiency in MS Office (Excel, Word, PowerPoint).

Ability to work under high pressure.

Ability to handle multiple priorities and stay highly organized.

Strong written and verbal communication in English.

Nice to have: CSC (Canadian Securities Course).

Nice to have: University Degree.

Nice to have: Background in Private Banking, Wealth Management, or Financial Planning as an Associate strongly preferred.

University Degree (preferred)