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

RBC Dominion Securities; Ottawa; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player in financial services is seeking a motivated Administrative Assistant for its Wealth Management division. This role offers students a unique opportunity to gain hands-on experience while working alongside seasoned professionals. You will be responsible for coordinating meetings, providing exceptional client service, and maintaining accurate documentation. Join a dynamic team that thrives on collaboration and professional growth, where your contributions will make a significant impact on client experiences and operational efficiency. This position is perfect for individuals eager to learn and develop in a supportive environment.

Benefits

World-class training program

Supportive leadership

Dynamic work environment

Qualifications

• Strong Microsoft Office Suite skills are essential.
• Exceptional verbal and written communication skills are required.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients.
• Respond to client inquiries and assist with client onboarding.
• Ensure accurate and timely updates of documentation.

Skills

Microsoft Office Suite

Time Management

Client Service

Communication Skills

Education

High School Diploma

Canadian Securities Course (CSC)

Job description

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

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

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Job Summary

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

Job Summary

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

Job Description

Your application 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 provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals. Administrative Assistants help Advisor teams provide exceptional client experiences.

What will you do?

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding and maintenance of existing client accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
• Provide support on assigned projects, conducting research, and sharing information with the team.
  
  

What do you need to succeed?

Must have

• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• 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 is an asset
  
  

Please note:

In order to be eligible for these student positions, you must either:

• Be returning back to school after the work term end-date; or
• If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
  
  

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.

• 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
• A world-class training program in financial service
  
  

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

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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