Private Wealth Administrative Assistant - Ottawa, Fall 2026 (Co-op/Internship) - 4 months
$32,400–$44,100 year
On-site · Ottawa, Ontario, Canada
Job Summary
Co-op/Internship Private Wealth Administrative Assistant in Ottawa supports Investment Advisors and IA Team with day-to-day administration and client service. Responsibilities include maintaining client databases/files, assisting with managing a portfolio of clients to retain and grow relationships, delivering professional investment-related advice and services, collaborating with market partners and community to enhance customer experience, and following risk/compliance processes to safeguard client and bank assets. The role emphasizes client service, confidentiality, and a structured campus program designed to develop skills for roles similar to the description listed. Qualifications focus on basic business communication and organizational skills, with eligibility for students currently enrolled and returning to studies. Salary range reflects annual compensation for the internship position, with pay details provided as part of the offer.
Required Qualifications
- Basic student status in an academic program and returning to studies
- Co-op/Internship opportunity in wealth sales and service
- Ability to provide exceptional client service and support Investment Advisors
- Maintain and organize client databases and files
- Assist with managing client relationships and portfolios
- Compliance with risk and regulatory requirements
- Strong verbal and written communication and organizational skills
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