Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Summer Finance Analyst roles aiding in investment decision-making and client management at RBC Wealth Management.
Responsibilities
- Support product initiatives by preparing ad-hoc reports and assisting in related projects
- Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
- Develop and test investment models to assist new investment solutions development process
- Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
- Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
- Participate in the investment policy statement development process for funds and segregated accounts
- Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
- Performing research and providing answers for customer generated inquiries.
- Documenting processes or upgrading existing procedure manuals.
- Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
- Monitor team mailbox, respond to inquiries and report user statistics
- Compile data for monthly reports and other regular reporting as required
- Update CRM system (Salesforce) to capture key business development activities.
Requirements
- Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel).
- Excellent analytical and critical thinking skills, with high attention to detail.
- Good knowledge of regional and local financial markets, economic disciplines, and regulation
- Displays strong competencies in relationship management, collaboration, and time management
- Excellent written and oral communication skills
- Good understanding of the economy and capital markets
- An interest in investment management and desire to learn more about the industry
- Tax software skills (Taxprep would be an asset)
- Experience leading small projects or small/medium enhancements.
- Has successfully managed multiple small projects or initiatives simultaneously.
- Previous experience working with investment advisors/counsellors and/or portfolio managers
- Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus
- Experience using Salesforce (CRM).
Benefits
- Health insurance
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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