Complex Operations Associate

Royal Bank of Canada • Seattle, WA

1d • Onsite

About The Position

Join RBC Wealth Management as a Complex Operations Associate and help complex branch offices run efficiently. The role handles cashiering duties, ensures the accuracy of client transactions, and interacts with employees throughout the branches within the complex. RBC offers training, development, and learning resources to support career growth.

Requirements

• At least 1 year of general office experience.
• Excellent computer skills, including Microsoft Office.
• Strong interpersonal, organizational, verbal communication, and written communication skills, with attention to detail.
• Ability to manage multiple demands and competing priorities and 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 and 66, or Series 63/65.
• Advanced math skills.

Responsibilities

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

Benefits

• Training, development, and learning resources.
• Competitive compensation.
• Flexible benefits, including a 401(k) program with company-matching contributions, health, dental, vision, life, and disability insurance, and paid time off.
• Coaching and management opportunities to support employee development.
• Opportunity to make a difference and lasting impact.
• Collaborative, progressive, high-performing team environment.
• Challenging work.
• Opportunities to build close relationships with clients.
• Potential discretionary variable compensation, subject to business performance targets and individual goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed