Associate
Royal Bank of Canada
- Vancouver, BC
- $37,500-45,000 per year
- Permanent
- Full-time
- Help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting work
- Provide proactive client service with a focus on problem resolution and attention to details and assist with client onboarding.
- Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements (account opening, KYC updates, re-orgs, FATCA, W8-BEN, etc.)
- Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires.
- Manage all tax communication / work with clients and accountants.
- Support advisory team with marketing material and social media updates
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
- Canadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30-day training (i.e., holds Investment Representative license with IIROC) or willing to obtain within 12 months of employment
- Strong organizational and communication skills
- Comfortable using Microsoft Word, Excel, Outlook, and WebEx
- Bilingual in Cantonese/Mandarin
- 2 to 4 years of administrative experience preferably in wealth management, banking or insurance
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value