2027 Wealth Management, Winter Administrative Assistant (4-16 months) (Calgary)

2027 Wealth Management, Winter Administrative Assistant (4-16 months) (Calgary)

15 Sep
|
RBC Dominion Securities
|
Calgary

15 Sep

RBC Dominion Securities

Calgary

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world.

RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. RBC Private Banking RBC Wealth Management Financial Services RBC Global Asset Management We are seeking winter co-ops across several Administrative Assistant roles to join the Wealth Management team (including but not limited to the following: Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals.

As part of a dynamic team, you will be responsible for assisting Investment Counsellors or Investment Advisors and other members of the team provide exceptional client experiences. Provide proactive client service with a focus on problem resolution and attention to detail. 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.

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.

Manage all aspects of account opening and documentation and maintain client cash flows and balances Robust 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 Familiarity with Salesforce. To be eligible for these student positions, you must either: If you are not returning to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component to graduate successfully We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Leaders who support your development through coaching and managing opportunities A world-class training program in financial service Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative Full time WEALTH MANAGEMENT Student/Coop (Fixed Term) Posted Date: We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 2027 Wealth Management, Winter Administrative Assistant (4-16 months) (Calgary)
🏢 RBC Dominion Securities
📍 Calgary

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