IRP Assistant
Core
Administrative support for Financial Planners and Investment/Retirement Planners, focusing on client contact management, document preparation, and calendar management.
Role type
Administrative Assistant
Builds
Operational support for Financial Planning and Investment/Retirement Planning teams
Domain
Financial Services / Banking
Required skills
Client service, organization, multitasking, computer skills, initiative, sales orientation
Preferred skills
Administrative or secretarial experience
Technologies
RBCnet
Responsibilities
Manage client correspondence and requests, prepare materials for presentations and marketing, manage planner's calendar and email, ensure operational guidelines are followed
Seniority
Individual Contributor