Job Description

What is the opportunity?

Join RBC Wealth Management and shape RBC’s future!

You will perform daily oversight activities that validate department and systems processes are executed as designed. In addition, you will provide analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes. You will review, verify, and record data into technology systems supporting department processes while ensuring adherence to all regulatory and firm policy requirements.

What will you do?

• Execute daily department oversight activities to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units (eg. Front Office Associates and Investment Advisors/Counsellors, etc), external customers or industry participants. Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures.
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required.
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes.
• Train and act as a resource for less experienced Operation’s team members.
• Perform other duties and responsibilities as assigned.

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3 years of job-related experience
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a strong attention to detail and confidentiality. Advanced customer service skills
• Strong interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management. Ability to work independently and within a team environment
• Effective problem identification, analytical and resolution skills. Ability to gather and analyze relevant information clearly and effectively.
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field
• 3+ years business, finance, customer service and/or accounting/bookkeeping experience
• Previous experience in the securities or banking industry preferred
• Ability to integrate Excel and Access databases into daily work

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.

• Leaders who support your development
• A dynamic, collaborative, and high-performing team
• Work-life integration
• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.