Join Phillips Hager & North Investment Services as an Administrative Assistant for Investment Advisors in Toronto. This role focuses on supporting high net worth clients through effective communication and operational tasks.
As a vital part of our energetic team, you will assist Investment Advisors by handling administrative tasks, addressing client inquiries, and ensuring compliance with regulations. Your role will require 2-3 years of experience in the investment industry and advanced proficiency in MS Office, along with strong customer service skills. This position is pivotal in maintaining client satisfaction and operational efficiency.
Key Responsibilities:
• Support advisor operations by running reports and checking trades
• Address client inquiries via email and telephone




• Prepare asset mix analysis and assist with trades
• Ensure compliance in client documentation
• Collaborate with estate department on necessary queries
Requirements:
• Completion of the Investment Funds in Canada or Canadian Securities Course
• 2-3 years' experience in a similar role
• Advanced MS Office proficiency
• Proven excellence in customer service
• Strong communication and organizational skills
Excel in providing operational support and ensure client contentment through your skills as an Investment Funds Assistant.
#J-18808-Ljbffr

📌 Investment Funds Administrative Assistant - Toronto
🏢 RBC
📍 Toronto