Wealth Management Admin Co-op — Vancouver Training

RBC; Vancouver; On-site; CAD 32,000 - 46,000; Full time

Benefits offered by this job

Leadership development

Impactful work

Collaborative team

World-class training program in wealth

Job summary

RBC Wealth Management in Vancouver is offering winter co-op opportunities across several Administrative Assistant roles. You will support Investment Counsellors and Advisors, coordinate meetings, and help maintain client accounts while delivering exceptional service.

Our program emphasizes hands-on learning and collaboration with experienced professionals in a dynamic Wealth Management environment. Full-time student status with 37.5 weekly hours is expected.

Qualifications

• Strong Microsoft Office Suite skills.
• High level of time management and organization.
• 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.
• 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 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 activities and priorities.
• Stay current with RBC Policies & Procedures.
• Answer basic inquiries and resolve routine problems regarding products and services via calls, email, or 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 Wealth Management in Vancouver is offering winter co-op opportunities across several Administrative Assistant roles. You will support Investment Counsellors and Advisors, coordinate meetings, and help maintain client accounts while delivering exceptional service.

Our program emphasizes hands-on learning and collaboration with experienced professionals in a dynamic Wealth Management environment. Full-time student status with 37.5 weekly hours is expected.