RBC PH&N Investment Counsel is seeking a Private Client Associate in Winnipeg, Manitoba. This role involves supporting Investment Counsellors and other team members, providing administrative support and excellent service to high-net-worth clients and partners.
Identify, investigate, and resolve client inquiries and administrative errors in a timely and efficient manner.,Provide key support for the team's daily administrative activities and responsibilities.,Ensure trades are processed accurately, on a timely basis, and without error.,Manage all aspects of account opening and documentation.,Maintain client cash flows, regulatory filings, fee collection, and balances.,Accurately 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.
Ability to work under high pressure and handle multiple changing priorities.,1-3 years of administrative/support experience, preferably in Wealth Management.,Canadian Banking product knowledge.,Strong communication skills, both verbal and written.,Advanced proficiency in MS Office (Excel, Word, PowerPoint).
Bachelor's Degree (Preferred)
37.5 hours/week
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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