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

RBC

Fall Administrative Assistant supporting RBC Wealth Management team. Coordinate meetings, assist with client onboarding, and provide proactive client service.

Posted 5/1/2026full-timeToronto • 🇨🇦 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 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.
In order to be eligible for these student positions, you must either: Be returning back to school after the work term end-date; or If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully.

Benefits

Comp & perks

Work in a dynamic, collaborative, progressive, and high-performing team
A 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

verbal communicationwritten communicationattention to detailproactive serviceinterpersonal skills

Certifications

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