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Job Description

What will you do? - Help maintain current knowledge of client accounts by reviewing daily activity and applicable reports - Prepare client review materials, correspondence and reports - Investigate and resolve inquiries related to accounts and escalate to the Investment Advisor, Branch Management where appropriate - Utilize contact management system for daily task management - Ensure all documents follow compliance and is done accurately in a timely manner - Prepare account opening documentation for the IA team What do you need to succeed? Must-have - Financial Planning experience - Client Service experience - Administrative experience - Exceptional communication skills - Experience in the financial sector - Ability to prioritize and multi-task - Ability to work under pressure meeting strict deadlines - Proficient with Microsoft. - Business Development experience - Financial planning experience

 

Posted By Royal Bank