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About the Role

We are seeking winter co-ops across several Administrative Assistant roles to join the Wealth Management team. 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.

Responsibilities

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

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
To be eligible for these student positions, you must either: Be returning to school after the work term end-date; or 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

Skills

Communication
Computer Literacy
Detail-Oriented
Interpersonal Relationships
Listening Effectively
Personal Development
Personal Initiative
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.

Location

Toronto, Canada

Work Type

Full time
Student/Coop (Fixed Term)

Benefits

Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial service

About the Company

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.
Together, we provide our clients an unmatched experience.
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
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.