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

We are looking for Winter Administrative Assistants to support our Wealth Management team, assisting with client onboarding, documentation, and process support. You will coordinate meetings, maintain client files, and provide proactive client service. Ideal for students with strong communication skills and bilingualism in English and French.

Skills

• bilingualism (english and french)
• microsoft office suite
• client service
• account management
• regulatory compliance
• document management
• client onboarding
• cash flow management
• salesforce
• wealth management processes
• audit support
• research
• project support
• canadian securities course
• conduct and practices handbook course
• rbc dominion securities systems