2027 Wealth Management, Winter Administrative Assistant

What will you do?

The duties will include Salesforce support for teams, as well as additional administrative duties which will depend on the demand of the Branch Operations, Management Team and Advisory Teams. Responsibilities may be some or all of the following:

• Support our advisory teams with the migration to our new CRM platform, Salesforce which was recently rolled out. The successful candidate will be required to complete various internal training assignments in order to gain the required knowledge on the platform, and in turn provide support to the individual teams.
• Support our branch management, branch operations and advisory teams as assigned
• Branch Operations:
  • Transaction processing such as processing wire payments, depositing and issuing cheques, documentation processing and internal transfers.
  • Assisting in mail runs and maintaining office supplies
  • Liaise with back office contacts to investigate and resolve inquiries related to accounts and account transactions
• Assisting Management Team on projects assigned
• Assisting Advisory teams on projects assigned, that may include and not limited to
  • Collecting documentation from clients
  • Assisting in maintaining and organizing client records
  • Assisting in marketing for the team

What do you need to succeed?

Must-have

• Strong oral and written communication skills
• Strong organizational skills with ability to multitask
• Professionalism and ability to manage highly confidential information
• Exceptional attention to detail and mature/positive attitude
• Excellent people skills, ability to manage different personalities

Nice-to-have

• Experience using Salesforce
• Proficiency in Excel and Outlook Mail/Calendar
• Financial industry experience
• Completion of CSC and CPH

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Challenging Work
• Opportunity to lead
• A strong and diverse team
• Financial strength and a strong brand

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

Additional Job Details

1959 UPPER WATER ST, UNIT 1400:HALIFAXHalifaxCanada37.5Full timeWEALTH MANAGEMENTStudent/Coop (Fixed Term)Salaried2026-10-162026-10-23

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

Our Employment Opportunities

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.