Associate, Operations - New Accounts and Documentation

RBC; Montreal; On-site; CAD 45,000 - 60,000; Full time

Job summary

A prominent Canadian bank in Montreal is seeking an Operations Associate who will provide critical processing support to the Wealth Management business. The successful candidate will be bilingual in English and French, possess strong organizational and customer service skills, and be familiar with Microsoft 365 applications. This full-time role offers competitive compensation and is an opportunity to contribute to a dynamic and high-performing team.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Development support from leaders

Qualifications

• Must be bilingual in English and French to communicate effectively within teams.
• Strong working knowledge of Microsoft 365 applications is required.
• Ability to manage multiple priorities effectively in a fast-paced environment.

Responsibilities

• Provide processing support to RBC Wealth Management.
• Review, verify, and record data into technology systems.
• Escalate issues to Team Lead or Manager as necessary.

Skills

Bilingualism (English and French)

Strong organizational skills

Customer service skills

Problem-solving skills

Analytical skills

Education

Post-secondary education or relevant work experience

Tools

Microsoft 365 apps

Job description

Job Description

What is the opportunity?

The Operations Associate is critical in providing processing support to the RBC Wealth Management business. You will review, verify, and record data into technology systems following department procedures.

What will you do?

• Provide efficient and accurate processing support to the RBC Wealth Management business
• Accurately review, verify, and record data into technology systems following internal procedures
• Escalate issues independently, seeking assistance from Team Lead or Manager as appropriate
• Perform other duties and responsibilities as required

What do you need to succeed?

Must-have

• Post-secondary education or relevant work experience
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Strong organizational skills with the ability to handle multiple priorities in a fast-paced, detail-oriented, and agile working environment
• Strong customer service, problem solving, and analytical skills

Nice-to-have

• Background or experience in business, finance, customer service, and/or accounting/bookkeeping

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, flexible benefits, and competitive compensation
• 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

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-19

Application Deadline: 2026-01-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.