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

Join us as a Winter Administrative Assistant in Wealth Management, supporting Advisors and Investment Counsellors with client onboarding, documentation, and process support. Contribute to client service excellence and maintain accurate records. Ideal for students with strong Microsoft Office skills and a passion for client service.

Skills

• microsoft office suite
• client service
• account management
• regulatory compliance
• document management
• meeting coordination
• client onboarding
• cash flow management
• salesforce
• audit support
• research
• problem resolution
• internal controls
• canadian securities course
• conduct and practices handbook course
• rbc dominion securities systems