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Investment Funds Advisor Assistant @ RBC

Toronto, Ontario, CAOnsiteFull-time
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About this role

We are currently hiring an Investment Funds Advisor Assistant to provide essential administrative and operational support to Investment Advisors. Key responsibilities include assisting with client trades, managing documentation, and ensuring regulatory compliance. Ideal candidates will have experience in investment services and strong customer service skills.. Category: Customer Service | Client Advice | Sales

Skills

investment funds in canada (ific)canadian securities course (csc)client trade processingregulatory compliancecustomer servicems officeportfolio managementinvestment policy statement preparationclient asset mix analysiscontact management systemsestate package preparationsales supportoral communicationproblem solvingteamwork

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