Private Client Associate - Wealth Management Operations

rbc; Calgary; On-site; CAD 48,000 - 64,000; Full time

Job summary

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances.

The role requires at least 2 years in the investment industry, strong MS Office skills, and the ability to work under pressure.

Qualifications

• Minimum of 2 years' experience in a similar role in the Investment Industry.
• Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
• Be able to work under high pressure

Responsibilities

• Identify, investigate, and resolve all client inquiries, administrative errors, etc.
• Be a key support to the administrative activities and responsibilities of the team
• Ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings / calls
• Stay current with all RBC Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships.

Skills

MS Office proficiency

High-pressure environment

Education

University Degree

Job description

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances.

The role requires at least 2 years in the investment industry, strong MS Office skills, and the ability to work under pressure.