US WM Operations and Reconciliation Analyst

RBC; Halifax; On-site; CAD 55,000 - 75,000; Full time

Job summary

RBC in Bedford, Canada is seeking a detail-oriented operations analyst to support exception-based processes in wealth management. You will reconcile daily cash and positions and perform quality checks on performance reporting, while updating procedures as technology evolves.

This role requires strong communication, analytical ability, and the capacity to manage multiple priorities under pressure, both independently and in a team.

Qualifications

• Ability to communicate effectively, both verbally and in writing.
• Strong analytical, mathematical, exception-based processing skills.
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment.
• Ability to understand and meet business daily support needs on an ongoing basis.
• Ability to work independently and within a team environment.

Responsibilities

• Perform daily reconciliation for AdvisoryLink (Envestnet) to ensure accurate cash and position quantities for trading and billing.
• Perform daily quality checking for performance reporting application (Addepar) to ensure accurate rate of returns, market values and cash flows.
• Perform other reconciliation and operational tasks as required.
• Ability to update procedures and improve processes with evolving technology.

Skills

Communication

Analytical thinking

Time management

Attention to detail

Customer service

Multitasking

Education

Bachelor's degree in business or finance

Tools

Word

Excel

Outlook

Job description

What is the opportunity?

This position provides analysis, processing, and customer service support for exception-based and highly specialized operations processes. The incumbent reviews, verifies, and records data into technology systems supporting department processes while researching, resolving, or securing requested information for other operations areas, RBC Business Units, external customers, and industry participants. The role includes thought leadership and implementation support for department process changes, system enhancements, and new initiatives. The incumbent is expected to address escalated questions independently, seeking assistance from their manager as appropriate and following established department procedures. The position contains increased elements of risk, which are managed through operational reviews, system checks, and adherence to procedures.

What will you do?

• Perform daily reconciliation for AdvisoryLink (Envestnet) to ensure accurate cash and position quantities for trading and billing
• Perform daily quality checking for performance reporting application (Addepar) to ensure accurate rate of returns, market values and cash flows
• Perform other reconciliation and operational tasks as required
• Ability to update procedures and improve processes with evolving technology

Must have:

• Ability to communicate effectively, both verbally and in writing
• Ability to demonstrate strong analytical, mathematical, exception-based processing skills
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability to understand and meet business daily support needs on an ongoing basis
• Ability to work efficiently and accurately on exception based complex and/or highly specialized processes with minimal supervision
• Ability to work independently and within a team environment
• Ability to work well and maintain composure under pressure
• Demonstrated self-directedness in researching, analyzing, and solving problems
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook
• Proven ability to effectively deal with difficult people, situations and/or conflict
• Strong customer service, organizational skills, attention to detail and confidentiality

Nice to have:

• 4-year degree from an accredited university in business, finance or related field
• 3+ year business, finance, customer service and/or accounting/bookkeeping experience.

What's in it for you?

Join one of North America's leading financial institutions-where your work shapes the future of global finance. At RBC, we're not just banking; we're pioneering solutions across wealth management, capital markets, insurance, and technology that serve millions worldwide.

Your career + Your life

• Competitive total rewards: market-rate compensation, performance bonuses, flexible benefits, and equity opportunities
• Genuine flexibility: work arrangements designed around how you work best
• Clear pathways to growth: mentorship from leaders invested in your development, and progressive opportunities across RBC's diverse businesses

Your impact

• Own meaningful projects that drive real change across global financial services
• Collaborate with world-class teams solving complex, high-stakes challenges in a dynamic, fast-paced environment
• Contribute to communities and causes you care about through our social impact initiatives

Your development

• Access learning and skill-building opportunities tailored to your goals
• Expand your expertise across RBC's broad range of businesses-wealth, banking, capital markets, insurance, and technology
• Build your professional network with talented people across a global organization

Job Skills

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address: 120 WESTERN PKY:BEDFORD

City: Bedford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-21

Application Deadline: 2026-09-04

Note

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.