Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N Investment Counsel, coordinating portfolios, documentation, and service.This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows, records, and appointments. Receptionist responsibilities include greeting clients, handling communications, and supporting office operations.Key Responsibilities:Investigate and resolve client inquiries and administrative errorsProcess trades accurately and within required timelinesManage account opening, documentation, cash flows, and balancesMaintain records, files, appointments,



and scheduled meetingsGreet clients and coordinate incoming communications professionallyRequirements:Minimum two years' similar investment industry experiencePrior receptionist experience in a qualified officeAdvanced Microsoft Office proficiency, including Excel, Word, PowerPointExceptional verbal and written communication skillsAbility to commute to Langley five days weeklyApply private client administration, investment industry experience, and reception expertise supporting RBC PH&N Investment Counsel clients in Langley.

📌 Private Client Associate Langley
🏢 RBC
📍 Langley