Portfolio Management Assistant
City : VANCOUVER, British Columbia, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
RBC PH&N Investment Council has a unique opportunity for a Portfolio Management Assistant (PMA) to join their high performing team in downtown Vancouver. As a PMA, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client. For more information, please visit: http://www.rbcphnic.com
What will you do?
- Provide excellence in customer service, by responding to all client inquiries, update client files as required, and prepare client presentation material
- Prepare meeting material in advance and attend all client meetings as required
- 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
- Assisting 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.
- Ensuring 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
- Successful completion of CSC (Canadian Securities Course) or equivalent
- Minimum of 2 years’ experience in a support role in the financial services industry
- Advanced MS Office skills (Word, Excel, PowerPoint)
- Exceptional business writing and communication skills
Nice-to-have
- Financial planning experience
- CIM designation or equivalent
- CFP or PFP designation
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.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
Job Summary
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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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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