Associate

Job Description

What is the opportunity?
The RBC Dominion Securities branch located in Owen Sound is seeking an Associate to provide dedicated support in investment & money management activities for a high performing Advisory Team.

What will you do?

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for...