Wealth Management Admin Co-op — Client Service

RBC Dominion Securities; Toronto; On-site; CAD 20,000 - 31,000; Full time

Job summary

RBC Dominion Securities is seeking winter co-ops for Administrative Assistant roles within Wealth Management in Toronto. You will support Investment Counsellors and Advisors, coordinate client meetings, and provide proactive service to ensure a seamless client experience.

Ideal candidates excel in Microsoft Office, have strong organizational skills, and deliver professional, friendly service while maintaining accurate documentation and compliance with RBC policies.

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization skills.
• Demonstrated world-class client service that is professional, warm and friendly.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients and prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail.
• Assist the Advisor team with client onboarding and maintenance of existing accounts.
• Ensure accurate and timely updates of documentation in compliance with internal controls and regulatory requirements.

Skills

MS Office

Time management

Client service

Communication

Detail-oriented

Interpersonal relationships

Listening effectively

Personal development

Personal initiative

Tools

Salesforce

Job description

RBC Dominion Securities is seeking winter co-ops for Administrative Assistant roles within Wealth Management in Toronto. You will support Investment Counsellors and Advisors, coordinate client meetings, and provide proactive service to ensure a seamless client experience.

Ideal candidates excel in Microsoft Office, have strong organizational skills, and deliver professional, friendly service while maintaining accurate documentation and compliance with RBC policies.