Associate

Job Description

What is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.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 advisory team with client onboarding.

Help manage incoming communications from clients, Advisors and other internal and external partners.

Maintain existing client accounts and ...