City : TORONTO, Ontario, Canada

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long-term track record of delivering exceptional investment solutions and service. Please visit https://institutional.phn.com to learn more.

This is a specialized administrative role. The Institutional Reporting Specialist plays a vital role within the PH&N Institutional team by ensuring accurate and timely execution of client reporting and presentation materials; as well as maintaining detailed client information in our CRM. If you have a strong sense of client service, integrity, and administrative excellence, please apply.

What will you do?

• Assist in creating content, organizing production, reviewing, and distributing client reporting (monthly, quarterly and on request)

• Support day-to-day and ad hoc client requests by utilizing investment software, preparing presentations, client reports, and other forms of client communication

• Work with our CRM to capture key business development activities, mandate changes, and critical client information

• Research, create and maintain presentation materials (charts and slides, data analysis, etc.)

• Collaborate with various teams across RBC GAM, to support and implement projects impacting the Institutional Team

• Ensure that all client related information is accurately maintained across all internal applications

What do you need to succeed?

Must Have

• 3 years administrative experience (financial services preferred) 

• Meticulous attention to detail, ability to work independently, and self-motivated when meeting key deliverables in high pressure situations

• Advanced skillset in the use of Microsoft 365 applications, particularly Excel and Power Point

• Given the cyclical nature of our business, a flexible work schedule is critical for this role as there are periods where overtime may be required, particularly during quarter end

• Strong professional written and verbal communications skills; problem solver who demonstrates strategic thinking and sound judgement

• Ability to multi-task and prioritize under tight deadlines 

Nice to Have  

• Experience using Salesforce (CRM)

• CSC / IFC

• Previous administrative exposure to asset management  

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

• 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

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities          

• Access to a variety of job opportunities across business and geographies

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above