Do you have a Mutual Funds License and at least 3 years experience in administrative role? Do you have experience in personal finance and working in the financial services industry? Do you have a good understanding of financial terminology? Are you looking to join a small, close-knit and supportive team?

If this is you, then our Mutual Funds Licensed Assistant position might be right for you.

About us:

Royal City Asset Management is dedicated to the needs of our clients. Our philosophy is simple - to help clients create financial well-being while reducing the complexity and stress surrounding their finances. We are driven by strong values of honesty, integrity, and the value of every person, and a commitment to provide a very high level of service, which results in confidence, and peace of mind for our clients and their families.

At RCAM work/life balance is encouraged and respected, this position offers flexible hours to work around life commitments.

What we are looking for

We are looking for licensed assistant on permanent, full time basis. This is an in-office client-facing role, and we are looking for someone who truly enjoys communicating with clients, someone who is a self-starter and able to work independently with minimal supervision; we do not micromanage here, we place trust in our employees and respect their abilities.

To be successful in this role, a financial background is necessary. You will need good verbal and written skills, and must have strong administrative, problem-solving and customer relations skills. We are looking for someone with a strong work ethic, who is detailed, has excellent organizational and time management skills and can maintain a positive, proactive client service focus while working in a busy, professional environment.

Job Responsibilities (this is not an exhaustive list):

• First point of contact for clients, providing excellent customer service both in person and over the phone.
• Prepare materials and financial reports for client meetings
• Complete meeting follow-up activities such as preparing paperwork, sending documents, and tracking tasks for completion
• Handle client account administration, including client queries and requests
• Maintain and track GICs as well as assist clients with trades
• Responsible for account administration, documentation and order entry
• Responsible for ensuring all databases are updated and maintained

Skills/Experience:

• 3+ years administration experience
• Minimum of 2 years customer service experience
• Ability to handle many tasks at once and stay extremely organized
• Flexible and adaptable mindset, embraces change
• Ability to maintain the highest level of confidentiality.
• Highly proficient with Microsoft office suite, and able to quickly learn new systems
• Excellent verbal and written communication.
• Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.

What you can expect from us:

• 2 weeks vacation plus 8 paid personal days
• RSP
• Working in a friendly office environment where all employees, regardless of position, are heard, recognized and valued.
• Flexible hours. Hybrid working can be discussed after probation period.

If working on this tight-knit, collaborative team sounds like the opportunity you’ve been waiting for, please apply with your resume and a cover letter.

This position will be subject to background checks.

We want to thank all applicants for taking the time to apply. While we appreciate all interest in the role, only the shortlisted candidates will be contacted.

RCAM is committed to fostering an inclusive, accessible work environment, where all employees feel valued, respected and supported. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you are contacted to arrange for an interview, please advise us if you require accommodation.

Job Type: Full-time, Permanent

Pay: $52,000.00-$53,000.00 per year

Schedule:

• Monday to Friday

Experience:

• Administrative: 3 years (preferred)

Ability to Commute:

• Guelph, ON N1H 7L6 (required)

Work Location: Hybrid remote in Guelph, ON N1H 7L6

Job Types: Full-time, Permanent

Pay: $52,000.00-$53,000.00 per year

Benefits:

• Flexible schedule
• On-site parking
• Paid time off
• Work from home

Schedule:

• Day shift
• Monday to Friday

Experience:

• Administrative Assistant: 3 years (required)

Licence/Certification:

• Mutual Fund License (required)

Work Location: In person