Private Client Associate / Receptionist
Role Overview
Supports Investment Counsellors and the team with portfolio maintenance, administration, and service to high-net-worth clients.
Also performs reception duties, greeting clients and supporting the office.
Key Skills for This Role
Full Job Posting
Role overview
Supports Investment Counsellors and the team with portfolio maintenance, administration, and service to high-net-worth clients.
Also performs reception duties, greeting clients and supporting the office.
Private Client Associate duties
- Investigates and resolves client inquiries and administrative errors and supports team administration.
- Processes trades accurately and on time; manages account opening documentation, client cash flows, and balances.
- Maintains records and files and attends client meetings as required.
- Coordinates client appointments, meetings, and calls and stays current with RBC policies and procedures.
- Supports teammates and cross-business working relationships.
Receptionist duties
- Receives clients and staff professionally, efficiently, and courteously and manages incoming communications.
- Troubleshoots day-to-day technology and premises issues and liaises with relevant departments to minimize disruption.
- Coordinates staff functions, expense reports, courier supplies, access-card audit logs, and office marketing materials.
- Completes other duties and projects assigned by the Manager, Practice Enablement.
Required qualifications
- At least 2 years of experience in a similar investment-industry role.
- Prior receptionist experience in a professional, high-profile office environment.
- Advanced proficiency in Excel, Word, and PowerPoint; ability to work under high pressure; exceptional written and verbal communication skills.
- Must commute to the Langley office and work in person five days a week; training takes place in downtown Vancouver for a period.
Nice to have
- CSC and a university degree are nice to have.
Compensation
- Expected salary range is $46,000–$65,000, depending on experience, skills, registration status, market conditions, and business needs.
- The position may be eligible for a discretionary or variable incentive payment.
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