Wealth Management Operations Specialist

RBC; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A major financial institution in Toronto seeks an Operations Associate to provide essential processing support to their Wealth Management business. The successful candidate will be responsible for reviewing, verifying, and recording data accurately, while managing multiple priorities in a fast-paced environment. Proficiency in Microsoft 365 and strong customer service skills are crucial for this role. The position offers competitive compensation and opportunities for personal development in a collaborative team setting.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Leadership support for development

Dynamic team environment

Qualifications

• Post-secondary education or relevant work experience.
• English proficiency (French is a plus).
• Strong working knowledge of Microsoft 365 apps.
• Strong organizational skills and ability to manage multiple priorities.
• Strong customer service, problem-solving, and analytical skills.

Responsibilities

• Provide processing support to the RBC Wealth Management business.
• Review, verify, and record data into technology systems.
• Escalate issues seeking assistance from Team Lead or Manager.

Skills

Post‑secondary education or relevant work experience

English proficiency

Strong working knowledge of Microsoft 365 apps

Strong organizational skills

Strong customer service skills

Problem solving skills

Analytical skills

Tools

Microsoft 365 apps

Job description

A major financial institution in Toronto seeks an Operations Associate to provide essential processing support to their Wealth Management business. The successful candidate will be responsible for reviewing, verifying, and recording data accurately, while managing multiple priorities in a fast-paced environment. Proficiency in Microsoft 365 and strong customer service skills are crucial for this role. The position offers competitive compensation and opportunities for personal development in a collaborative team setting.