Investment & Retirement Planning Assistant
Hybrid
Core
Administrative and client support for a Financial Planner, handling client requests, transaction processing, and office management.
Role type
Administrative Assistant (Financial Services)
Builds
Operational support for client transactions and office routines
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Client service, communication, organization, Microsoft Office, emerging technology
Preferred skills
Resourcefulness, sales orientation, problem solving, RBC systems knowledge
Responsibilities
Respond to client fax, email, and telephone requests; execute client transactions; manage office routines and files; prepare materials for presentations and meetings.
Seniority
Entry-level to Junior