RECENT OR POTENTIAL GRADS: Administrative Assistant

  • Location: Halifax, NS
  • Deadline: January 29, 2022 at 4:00 pm

Job Openings:Administrative Assistant (Halifax) Summer Co-op 2022 (434446)

Requisition ID 434446 – Posted 01/18/2022 – Administrative/Office/Clerical – Student Job – Contract – Full Time – Office – Wealth Management – North America – Canada – Quebec

Portfolio Management Assistant, RBC PH&N Investment Counsel
What is the opportunity?
As the Portfolio Management Assistant, 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.

What will you do?• 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 all client meetings as required
• In addition, you will be responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
• You will also assist with securities trading as required, and ensure daily reconciliation of trades are processed
• Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
• You will also be preparing the Investment Policy Statements, and model, monitor and rebalance the portfolios.
• A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
• Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

• Advanced MS Office skills (Word, Excel, Power Point )

• CIM Designation ( Canadian Investment Management )
• CFP Designation ( Canadian Financial Planner )
• CFA (Chartered Financial Analyst)

What’s 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.
• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Management that supports your work and progression

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City:  Halifax
Address:  1871 Hollis, 8th Floor, Halifax, NS B3j 0C3
Work Hours/Week:  37.5
Work Environment:  Office
Employment Type:  [[filter7]]
Career Level:  Student Job
Pay Type:  [[jobGrade]]
Required Travel (%):  [[requiredTravel]]
Exempt/Non-Exempt:  [[exemptionStatus]]
People Manager:  [[peopleManager]]
Application Deadline:  01/29/2022
Req ID:  434446