Wealth Management, Summer Administrative Assistant
RBC
internship
Posted on:
Location Type: Office
Location: Toronto • 🇨🇦 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.
- 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 necessary documentation.
- Maintain complete and up-to-date client files in appropriate systems.
- Support Advisor team and client through the Wealth Management process.
- Conduct research and share information with the team.
- Manage all aspects of account opening and documentation.
Requirements
- Strong Microsoft Office Suite skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service
- Exceptional verbal and written communication skills
- Nice to have: Canadian Securities Course (CSC)
- Knowledge of RBC Dominion Securities’ systems
- Familiarity with Salesforce
- Interest in the Canadian investment landscape.
- Must be returning to school after the work term or be graduating immediately after the work term and require it as a mandatory component to graduate
Benefits
- World-class training program in financial service
- Support on assigned projects
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 resolutionaccount management
Soft skills
time managementorganizationclient serviceverbal communicationwritten communication
Certifications
Canadian Securities Course