Wealth Management Student Co-op – Administrative Support

Job Description

Wealth Management Intern | RBC

The Tone:
This is a part-time internship at RBC, located in Boulder, CO. RBC is one of the largest and most successful banks in the world, guided by shared values of Client First, Integrity, Collaboration, Respect, and Excellence. The company fosters an inclusive workplace that champions diverse perspectives, ensuring employees are supported to perform at their best and grow professionally. This Wealth Management Intern role provides essential administrative and operational support to Financial Advisors and clients within the Wealth Management platform. Contributing directly to the daily operations, this role is critical in supporting a highly qualified workforce, enabling smooth client interactions, and helping to drive RBC’s high-performance culture and the collective achievement of strategic goals within a global financial institution.

The TL;DR
• Role: Internship
• Type: Part-time
• Location: In-person, Boulder, CO
• Pay: $20 hourly
• Team: Wealth Management platform, providing direct support to Financial Advisors and clients.
• Mission: Deliver essential administrative and operational support to ensure seamless client service and efficient advisor workflows, contributing to RBC’s strategic goals.

What You’ll Actually Do
• Support: Provide comprehensive administrative and operational assistance to Financial Advisors and their clients.
• Inquiry Response: Respond to routine client inquiries accurately and efficiently.
• Information Provision: Furnish clients with requested account-related information, including balances and stock quotes.
• Project Assistance: Help with departmental mailing and filing initiatives to maintain organized records.

The Must-Haves
• Background: Entry-Level. This role is designed for a student or co-op seeking experience within the wealth management domain, requiring an foundational understanding of financial services operations and client support principles.
• Experience: No specific years of experience are required; however, candidates should demonstrate proficiency in providing administrative and operational assistance, as well as managing client inquiries effectively.
• Skills: Demonstrated Computer Literacy for effectively managing digital tasks and information systems; strong Communication skills for clear, concise, and professional interactions with clients and financial advisors; proven ability to build positive Interpersonal Relationships; a proactive approach to Taking Initiative in daily responsibilities; and a focus on efficient Operational Delivery to maintain high service standards. Additionally, candidates should possess Active Learning, Adaptability, Listening Effectively, Personal Development, and Teamwork skills to thrive in a collaborative environment.