Complex Operations Associate

RBC • Leawood, KS

2d

About The Position

What will you do? Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC What do you need to succeed? Must-have 1+ years general office experience Excellent computer skills (including Microsoft Office) Strong interpersonal, organizational and verbal and written communication skills and attention to detail Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment Nice-to-have Associate’s or Bachelor’s degree or job-related experience Prior financial services experience Series 7 & 66 (or 63/65) Advanced math skills 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business

Requirements

• 1+ years general office experience
• Excellent computer skills (including Microsoft Office)
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail
• Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment

Nice To Haves

• Associate’s or Bachelor’s degree or job-related experience
• Prior financial services experience
• Series 7 & 66 (or 63/65)
• Advanced math skills

Responsibilities

• Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts.
• Transmit all checks received for deposit to Minneapolis on a daily basis.
• Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
• Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals
• Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures
• Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree