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

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

Job summary

An established industry player is seeking a motivated Administrative Assistant to join their Wealth Management team. In this role, you will gain valuable hands-on experience while supporting Advisor teams in delivering exceptional client service. Your responsibilities will include coordinating meetings, responding to client inquiries, and ensuring compliance with internal controls. This position offers a dynamic and collaborative environment where you can develop your skills and make a meaningful impact. If you're looking for a rewarding opportunity in the financial services sector, this role is perfect for you.

Benefits

Leadership support for development

World-class training in financial services

Dynamic, collaborative team environment

Opportunity to make a meaningful impact

Qualifications

• Strong skills in Microsoft Office and excellent time management.
• Exceptional verbal and written communication skills.

Responsibilities

• Coordinate meetings for Advisors with clients and prospects.
• Provide proactive client service and maintain accurate documentation.
• Assist with client onboarding and maintain existing client accounts.

Skills

Microsoft Office

Time Management

Client Service Skills

Verbal Communication

Written Communication

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Job Summary

RBC Wealth Management, part of Royal Bank of Canada (RBC), is one of the largest global financial services providers. 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

We review applications for multiple roles across 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 valuable hands-on experience, working alongside experienced professionals. As an Administrative Assistant, you will 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. Liaise 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 in compliance with internal controls and regulatory requirements. Maintain complete and current client files.
6. Support Advisor teams 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
• Professional, warm, and friendly client service skills
• 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

Eligibility criteria for student positions include:

• Returning to school after the work term, or
• Graduating immediately after the work term and requiring 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: WATERFRONT CENTRE, 200 BURRARD ST: VANCOUVER

City: VANCOUVER

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

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace that values diversity, supports employee growth, and fosters respect and belonging. We are committed to creating an environment where everyone can thrive.

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