2025 Wealth Management, Fall Administrative Assistant (4-16 months)

RBC Dominion Securities; Calgary; On-site; CAD 40,000 - 50,000; Full time

Job summary

RBC Wealth Management is seeking a Student Administrative Assistant to support Advisor teams in delivering exceptional client service. This role offers practical experience in a dynamic environment, focusing on client interactions and administrative tasks. Ideal candidates will possess strong communication skills and a detail-oriented approach, contributing to a collaborative team culture.

Benefits

Leadership support for your development

Opportunity to make a meaningful impact

Work in a dynamic, collaborative, high-performing team

World-class training in financial services

Qualifications

• Strong Microsoft Office skills required.
• Excellent time management and organizational skills.
• Ability to provide professional, warm, and friendly client service.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients.
• Provide proactive client service and resolve problems.
• Assist with client onboarding and maintain client accounts.

Skills

Communication

Detail-Oriented

Computer Literacy

Interpersonal Relationships

Listening Effectively

Personal Development

Personal Initiative

Job description

Job Summary

RBC Wealth Management, part of Royal Bank of Canada (RBC), is one of the largest financial services providers globally. Our Wealth Management Canada division includes six complementary lines of business supported by over 250 wealth professionals through our RBC Family Office Services team. We aim to deliver an unmatched client experience.

Job Description

Applications will be reviewed for consideration across multiple roles within the following areas:

• RBC Dominion Securities
• RBC PH&N Investment Counsel
• RBC Royal Trust
• RBC Private Banking
• RBC Wealth Management Financial Services
• RBC Global Asset Management

What is the opportunity?

RBC Wealth Management offers students the chance to gain practical, hands-on experience by working alongside experienced professionals. Administrative Assistants support Advisor teams in providing exceptional client service.

What will you do?

1. Coordinate and prepare meetings for Advisors with clients and prospects.
2. Provide proactive client service, focusing on problem resolution and attention to detail. Collaborate with various departments as needed.
3. Respond to client inquiries regarding account transactions, tax receipts, account reporting, etc.
4. Assist with client onboarding and maintaining existing client accounts.
5. Ensure accurate and timely documentation updates in compliance with internal controls and industry regulations. Maintain complete and current client files.
6. Support the Advisor team and clients throughout the Wealth Management process, maintaining an audit of activities and priorities.
7. Support assigned projects, conduct research, and share information with the team.

What do you need to succeed?

Must have

• Strong Microsoft Office skills
• Excellent time management and organizational skills
• Ability to provide professional, warm, and friendly client service
• Exceptional verbal and written communication skills

Nice to have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry

Please note

To be eligible, you must:

• Be returning to school after the work term, or
• If graduating immediately after the work term, require the full work term to graduate successfully.

What’s in it for you?

We foster a culture of growth, collaboration, and community impact. Benefits include:

• Leadership support for your development
• Opportunity to make a meaningful impact
• Work in a dynamic, collaborative, high-performing team
• World-class training in financial services

Job Skills

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Student/Coop (Fixed Term)

Pay Type: Salaried

Posted Date: 2025-04-28

Application Deadline: 2025-05-31

Applications accepted until 11:59 PM on the day before the deadline.

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace supporting diversity, growth, and collaboration. We foster a respectful environment that enables employees to perform at their best and drive innovation, aligning with our purpose of creating value for clients and communities.

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