Private Client Associate​/Receptionist

Position: Private Client Associate / Receptionist

Job Description

What is the opportunity?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. For more information, please visit:
What will you do?
Private Client Associate duties:

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.

Receptionist duties:

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

What do you need to succeed?
Must Have

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 Have

CSC

University Degree

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 which include competitive compensation and flexible benefits

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to building close relationships with clients

The expected salary range for the above position is $46,000 - 65,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales…