Job Description

Job Description

What is the opportunity?As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.What will you do?

  • Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client

  • 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

  • Assist other team members and continue to ...

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