RBC · 1 month ago
2026 Wealth Management, Summer Administrative Assistant (4-16 months)
2701 HWY 6:VERNON
Full-time
Onsite
New GradRBC Wealth Management is part of the Royal Bank of Canada, a leading financial services provider. They are seeking summer interns for various Administrative Assistant roles to support Investment Counsellors and Advisors, providing exceptional client experiences and assisting with client onboarding and account maintenance.
BankingFinancial ServicesWealth Management
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
Qualification
Required
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
Preferred
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
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
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Founded in 1864
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-17
2026-01-15
Company data provided by crunchbase