Associate Dentist position at Lake of the Woods Dental Health in Kenora, ON providing dental care with a supportive team environment. Opportunity for career and lifestyle growth in a sought - after community.
About the role
- Private Client Associate supporting high-net-worth clients by managing portfolios and handling administrative tasks. Role involves collaboration with investment counsellors in a high-profile environment.
Responsibilities
- Identify, investigate, and resolve all client inquiries, administrative errors, etc.
- Be a key support to the administrative activities and responsibilities of the team
- Ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
- Maintain records and files and attend client meetings as required
- Proactively assist with client management of appointments and scheduled meetings/calls
- Stay current with all RBC Policies & Procedures
- Assist other team members and continue to strengthen cross-business working relationships
- Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner
- Become one of the main points of contact for day-to-day technology and premises troubleshooting
- Liaise with appropriate functional departments to minimize client and staff disruption
- Help manage incoming communications from clients, Investment Counsellors and other internal and external partners
- Contribute to team by assisting with coordinating any staff functions
- Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office
- Various other duties and projects as assigned by the Manager, Practice Enablement
Requirements
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Prior receptionist experience in a professional and high profile office environment
- Advanced proficiency in MS Office (Excel, Word, PowerPoint)
- Be able to work under high pressure
- Exceptional communication verbal and written communication skills
- CSC
- University Degree
Benefits
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
Job title
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Experience level
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Degree requirement
No Education Requirement
Location requirements
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