Operations Associate III - Mutual Funds

Royal Bank of Canada•Edina, MN

6d•$50,000 - $80,000

About The Position

As an Operations Associate III on the Mutual Funds team, you will work directly with mutual fund companies and financial advisors to help ensure mutual fund business is processed promptly and accurately. You will provide customer service by phone, email, and other systems while processing paperwork. The role involves responding to inquiries, reviewing and recording information, monitoring the status of mutual fund business, supporting colleagues, and identifying process improvements to reduce risk.

Requirements

A four-year degree from an accredited university or equivalent; alternatively, a high school diploma or equivalent and two years of job-related experience.
Ability to handle multiple priorities in a fast-paced, deadline-driven environment while maintaining attention to detail and confidentiality.
Ability to think critically, process complex work, investigate, and inquire.
Strong PC skills, including knowledge of Microsoft Office.
Excellent customer service and telephone skills.

Nice To Haves

Previous experience balancing or reconciling accounts.
Brokerage back-office operations experience.
Ability to integrate Excel and Access databases into daily work.

Responsibilities

Research, respond to, and follow up on questions from Operations departments, branch offices, mutual fund companies, and management staff.
Accurately review, verify, and/or record data in technology supporting department processes.
Understand and follow applicable department procedures, processes, and accountabilities, referring to department manuals for instructions and task assignments.
Follow up with mutual fund companies to check the status of mutual fund business.
Suggest process changes and modifications to reduce risk.
Act as a resource for other Operations team members.
Provide customer service by phone, email, and other systems while processing paperwork accurately.