- updating CRM data base with correct client information
- contributing to defined projects or tasks under direct supervision
- uploading digital files to the digital folder
- adding policy information to the data base
- working with the Insurance Service Desk to scan client files within the CRM system.
- Working towards a Bachelor in Business Administration, or other related field.
- Strong personal skills and the ability to work effectively independently and within a team environment.
- Professional written and verbal communication skills
- Good analytical, communication and problem-solving skills.
- Highly organized with good attention to detail and very high level of accuracy
- Ability to prioritize, handle multiple tasks under pressure and meet time-sensitive deadlines.
- Ability to think critically and "outside the box."
- Proficient in the full suite of Microsoft Products, including Excel (including using Excel as a tool for financial analysis) Word, PowerPoint, Access
- Be returning back to school after the work term end-date; or
- If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
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2024 Wealth Management Financial Services, Fall Administrator - Toronto, Canada - Royal Bank of Canada>
Description
Job Summary
Looking to start your career in Financial Services? RBC fosters a positive learning environment for students by providing the support and resources to help strategize your career path. The Candidate will participate in and support the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.Job Description
What will you do?
Joining the operations team, you will work with a team or teams that vary in tasks throughout your duration with WMFS which may include the following:
What do you need to succeed?
Must-have
Nice-to-have
Please note:
In order to be eligible for these student positions, you must either:
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Taking InitiativeAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
Student/Coop (Fixed Term)Pay Type:
SalariedPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at
2024 Wealth Management Financial Services, Fall Administrator professionals in Toronto
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Jason Zhang
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Ashish Gaite
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Gaurav Sharma
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Sabrina Michael
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Kalahariharan Kanawathiepulle
Administrator/ Storekeeper
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Oksana Lysenko
Office coordinator