Wealth Management, Summer Administrative Assistant
RBC
internship
Posted on:
Location Type: Office
Location: Vancouver • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Coordinate and prepare meetings for Advisors with their 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
Requirements
- 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
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (nice to have)
- Knowledge of RBC Dominion Securities’ systems and procedures (nice to have)
- Familiarity with Salesforce (nice to have)
- Interest in the Canadian investment landscape (nice to have)
- Must be returning to school after the work term end-date or require the full work term as a mandatory component to graduate successfully
Benefits
- A world-class training program in financial service
- Progressive thinking to keep growing
- Ability to make a difference and lasting impact
- Working in a dynamic, collaborative, progressive, and high-performing team
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Office Suiteclient onboardingdocumentation managementproblem resolutiontrade processingtime managementorganization skills
Soft skills
client servicecommunication skillsattention to detailteam supportresearch skills
Certifications
Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)