Financial Planner Investment and Retirement Planning Assistant
Core
Administrative and operational support for a top-producing Financial Planner, handling client requests, transaction processing, and office management.
Role type
Senior IC financial planning assistant
Builds
Operational efficiency and client service delivery for a financial planning practice
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
client request management, transaction processing, office routine management, Microsoft Office (Word, PowerPoint, Excel, Outlook), emerging communications technology
Preferred skills
resourcefulness, independent work, sales orientation, problem solving, RBC systems knowledge
Responsibilities
Respond to client fax, email, and telephone requests; execute client transactions; manage office files and records; prepare materials for presentations and meetings; develop relationships with service partners
Seniority
Mid-level, hands-on IC