Wealth Management Admin Co-op | Growth & Impact

BDO Canada; Guelph; Hybrid; CAD 34,000 - 56,000; Part time

Job summary

BDO Canada is seeking Co-op or Intern Students to join in January 2027 for a 4 or 8-month term. You will coordinate client meetings, perform clerical and data entry tasks, and support internal teams in a fast-paced Wealth Management environment.

You will engage with clients and internal stakeholders, develop relationships, and use BDO systems to maintain data accuracy while adapting to a flexible hybrid work model.

Qualifications

• Pursuing an undergraduate degree.
• Proficiency with the Microsoft Office suite is required.
• Desire to provide outstanding client service and a commitment to teamwork.
• Ability to prioritize workload and manage multiple tasks.
• Proven leadership skills and initiative.
• Excellent attention to detail.
• Ability to work independently and as part of a team.
• Comfort working in a deadline-driven environment with confidential information.
• Desire to learn and take on new challenges.

Responsibilities

• Coordinate client meetings and scheduling with clients and internal stakeholders.
• Demonstrate strong coordination and organizational skills across priorities.
• Perform clerical duties: correspondence, photocopying, scanning, mail distribution.
• Perform data entry with high accuracy and attention to detail.
• Collect data, generate reports, and update internal software systems.
• Intake, organize, and maintain client data using iFirm and other systems.
• Support staff with various tasks as needed.
• Develop and maintain productive working relationships with stakeholders.

Skills

Microsoft Office suite

Client service

Teamwork

Time management

Leadership

Attention to detail

Independent work

Deadline-driven

Learning mindset

Education

Undergraduate degree

Tools

Microsoft Office

Job description

BDO Canada is seeking Co-op or Intern Students to join in January 2027 for a 4 or 8-month term. You will coordinate client meetings, perform clerical and data entry tasks, and support internal teams in a fast-paced Wealth Management environment.

You will engage with clients and internal stakeholders, develop relationships, and use BDO systems to maintain data accuracy while adapting to a flexible hybrid work model.