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

We are looking for a Winter Administrative Assistant to support the Wealth Management team, assisting with client onboarding, documentation, and client service. The role involves coordinating meetings, maintaining client files, and ensuring compliance. Ideal for students with strong Microsoft Office skills and a commitment to excellent 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