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Investment and Retirement Planning Assistant at Royal Bank of Canada — NeverHard
Investment and Retirement Planning Assistant at Royal Bank of Canada in Canada. View salary, required skills, and apply on NeverHard.
- Company
- Royal Bank of Canada
- Location
- Canada
- Type
- full_time
Job Description
Supporting a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.
The work environment is your home office with flexibility to go to the branch if needed by the Financial Planners, Investment and Retirement Planning.
Key Accountabilities:
Consistently provides superior responsive service to client fax/e-mail/telephone requests
Consistently provides superior responsive execution and delivery of client transactions/requests
Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and proble
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