Wealth Management Administrative Assistant, Fall (4-16 months)

RBC

Co-op position as Administrative Assistant in Wealth Management at RBC. Responsible for client support and administrative tasks for Advisors in a dynamic team environment.

Posted 5/1/2026internshipMontréal • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Must have Bilingualism (English and French) required
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
Nice to have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Knowledge of RBC Dominion Securities’ systems and procedures
Familiarity with Salesforce.
Interest in the Canadian investment landscape.

Benefits

Comp & perks

Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
World-class training program in financial service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft Office Suiteclient onboardingdocumentation managementproblem resolutiontrade processingtime managementorganization skillsclient service

Soft Skills

bilingualismverbal communicationwritten communicationattention to detailprofessionalismwarmthfriendliness

Certifications

Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)