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

RBC Dominion Securities; Vancouver; On-site; CAD 40,000 - 55,000; Full time

Job summary

RBC Wealth Management is offering a student/coop opportunity for Administrative Assistants to support Advisor teams in delivering exceptional client experiences. This role involves coordinating meetings, providing client service, and maintaining accurate documentation. Successful applicants will enjoy a dynamic and supportive environment, working alongside experienced professionals with a path to continued personal development.

Benefits

World-class training program in financial services

Supportive leaders for your development

Opportunity to make a lasting impact

Dynamic, collaborative high-performing team environment

Qualifications

• High level of time management and organization skills required.
• Exceptional verbal and written communication skills a must.
• Demonstrated skills in providing professional, warm, and friendly client service.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients/prospects.
• Respond to client inquiries and assist with onboarding clients.
• Ensure accurate updates of client documentation in compliance with internal controls.

Skills

Time Management

Client Service

Communication

Education

Returning to school after work term

Completion of Canadian Securities Course (CSC)

Job description

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 PH&N Investment Counsel

RBC Royal Trust

RBC Global Asset Management

What is the opportunity

RBC Wealth Management provides students the opportunity to gain indepth handson 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 uptodate 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

• High level of time management and organization skills
• Demonstrated skills in providing worldclass 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 tobe eligible for these student positions you must either :

• Bereturning backto school after the work term enddate; or
• If you are not returning back to school ( graduating immediately after the work term) you must require the full work term as a mandatory component in order to graduate successfully

Whats 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 highperforming team
• A worldclass training program in financial service

Job Skills

Communication Computer Literacy DetailOriented 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)

Posted Date :

Application Deadline :

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

I nclusion 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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Key Skills

Experience : years

Vacancy : 1

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