Portfolio Management Assistant

What is the opportunity?

As the Portfolio Management Assistant, PH&N Investment Counsel, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client. For more information, please visit: http://www.rbcphnic.com

What will you do?

• Identify, investigate, and resolve all client inquiries, administrative errors, etc. and ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation and maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings / calls.
• By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
• You will also be required to prepare meeting material in advance and attend client meetings as required
• Responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
• Assist with securities trading as required, and ensure daily reconciliation of trades are processed
• Assist with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
• Prepare the Investment Policy Statements, and model, monitor and rebalance the portfolios.
• Ensure that compliance to client mandate and portfolio models are met
• Assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

Must Have

• University Degree
• Completion of either CIM or PFP or CFA Level 1
• Experience in Trading
• Minimum of 2 years experience in a similar role
• Advanced MS Office skills (Word, Excel, Power Point )
• Attention to detail, excellent oral and written skills, and technologically savvy

Nice to Have

• Successful completion of CSC

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Challenging work
• Variety of assignments
• Financial strength and a strong brand

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above