Portfolio Management Assistant - Mississauga, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Mississauga, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?

What will you do?

Identify, investigate, and resolve all client inquiries, administrative errors, etc. and ensure trades are processed accurately and on a timely basis
Manage all aspects of account opening and documentation and maintain records and files and attend client meetings as required.
Proactively assist with client management of appointments and scheduled meetings / calls.
By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
You will also be required to prepare meeting material in advance and attend client meetings as required
Responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
Assist with securities trading as required, and ensure daily reconciliation of trades are processed
Assist with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
Prepare the Investment Policy Statements, and model, monitor and rebalance the portfolios.
Ensure that compliance to client mandate and portfolio models are met
Assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

Must Have

University Degree
Completion of either CIM or PFP or CFA Level
Experience in Trading
Minimum of 2 years' experience in a similar role
Advanced MS Office skills (Word, Excel, Power Point )
Attention to detail, excellent oral and written skills, and technologically savvy

Nice to Have

Successful completion of CSC

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Challenging work
Variety of assignments
Financial strength and a strong brand

Job Skills
Asset and Liability Management (ALM), Cash Management, Competitive Markets, Consulting, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

4

ROBERT SPECK PKY:

MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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