Wealth Management Admin Co-op | Growth & Impact

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

Benefits offered by this job

Benefits from day one

Flexible time off

Hybrid work model

Job summary

BDO Canada’s Wealth Management Team invites Co-op or Intern Students to join in January 2027 for a 4- or 8-month term. You will coordinate client meetings, manage scheduling, perform data entry, and assist with reports while supporting staff across the office.

This role emphasizes client service, detail, and teamwork in a dynamic environment. We offer a people-first culture with a blended work model, opportunities for learning, and a commitment to professional development and growth within

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 multiple priorities.
• Perform clerical duties: prepare correspondence, photocopying, scanning, and distributing internal mail.
• Perform data entry duties with high accuracy.
• Collect data, generate reports, and update internal software systems.
• Intake, organize, and maintain client data using iFirm and other BDO tools.
• Support staff with various tasks and requests as needed.
• Develop and maintain productive working relationships with internal and external stakeholders.

Skills

Microsoft Office

Organizational skills

Attention to detail

Teamwork

Time management

Leadership

Independent work

Education

Undergraduate degree

Tools

iFirm

BDO systems

Job description

BDO Canada’s Wealth Management Team invites Co-op or Intern Students to join in January 2027 for a 4- or 8-month term. You will coordinate client meetings, manage scheduling, perform data entry, and assist with reports while supporting staff across the office.

This role emphasizes client service, detail, and teamwork in a dynamic environment. We offer a people-first culture with a blended work model, opportunities for learning, and a commitment to professional development and growth within