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2026 Wealth Management, Summer Administrative Assistant

59 minutes ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time

Job Description

  • What will you do?

  • 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.
  • 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 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.
  • Provide support on assigned projects, conducting research, and sharing information with the team.

Job Skills

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

Additional Job Details

Address:

259 WILSON ST E:HAMILTON

City:

Hamilton

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Student/Coop (Fixed Term

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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