2025 Wealth Management Summer Administrative Assistant
2025 Wealth Management Summer Administrative Assistant
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Job Description
Job Summary
Job Description
Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for where necessary.
Respond to client inquiries (account transactions requests for tax receipts account reporting etc..
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 uptodate client files within appropriate systems.
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Provide support on assigned projects conducting research and sharing information with the team and/or Management team
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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Employment Type
Full-Time
