Wealth Management Admin Co-op – Client Services

RBC Dominion Securities; Salmon Arm; On-site; CAD 35,000 - 45,000; Full time

Job summary

RBC Dominion Securities in Vancouver, Canada, seeks winter co-ops for Administrative Assistant roles within the Wealth Management team. You will assist Investment Counsellors and Advisors, coordinating meetings, onboarding clients, and maintaining accurate documentation to comply with RBC policies.

You will work with a dynamic, collaborative team and gain hands-on experience in a premier financial services environment, with opportunities to learn about client service and regulatory requirements.

Qualifications

• 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.

Responsibilities

• Coordinate and prepare meetings for Advisors with clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.
• 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.
• Stay current with all RBC Policies & Procedures.
• Provide support on assigned projects, conducting research, and sharing information with the team.
• Answering basic inquiries and resolving routine problems regarding products and services via calls, email, or internet chat.
• Ensure trades are processed accurately and on a timely basis.
• Manage all aspects of account opening and documentation and maintain client cash flows and balances

Skills

MS Office

Time management

Client service

Communication

Tools

Salesforce

Job description

RBC Dominion Securities in Vancouver, Canada, seeks winter co-ops for Administrative Assistant roles within the Wealth Management team. You will assist Investment Counsellors and Advisors, coordinating meetings, onboarding clients, and maintaining accurate documentation to comply with RBC policies.

You will work with a dynamic, collaborative team and gain hands-on experience in a premier financial services environment, with opportunities to learn about client service and regulatory requirements.