Complex Operations Associate

Royal Bank of Canada; Dallas (TX); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program with bonuses and

Flexible benefits

Coaching and development opportunities

Flexible work-life balance

Job summary

Royal Bank of Canada (RBC) Wealth Management is hiring a Complex Operations Associate to support our complex branch offices by handling cashiering duties and ensuring transaction accuracy. You will interact with branch employees to help run operations smoothly and efficiently.

RBC emphasizes career development with ongoing training and learning resources to grow your career within Wealth Management. This role offers a comprehensive benefits package and opportunities to advance.

Qualifications

• 1 year general office experience required.
• Excellent computer skills (including Microsoft Office).
• Strong interpersonal, organizational and verbal and written communication skills.
• Ability to manage multiple demands and competing priorities in a fast-paced environment.
• Nice-to-have: Associate’s or Bachelor’s degree or equivalent; prior financial services experience; Series 7 & 66 (or 63/65); advanced math skills.

Responsibilities

• Record checks, securities and coupons from clients and credit to proper accounts; transmit checks to Minneapolis daily; notify Financial Advisor and/or Client Associate of all checks.
• Enter syndicate tickets promptly with required documentation and approvals.
• Correct trade-related errors by cancelling and rebilling trades per RBC policies.
• Perform general office tasks such as opening mail, stamping mail, and maintaining correspondence.

Skills

General office experience

Microsoft Office

Interpersonal skills

Organizational skills

Verbal and written communication

Multitasking

Education

Associate’s or Bachelor’s degree or equivalent experience

Job description

What is the opportunity?

Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

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

What do you need to succeed?

Must-have

• 1 years general office experience
• Excellent computer skills (including Microsoft Office)
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail
• Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment

Nice-to-have

• Associate’s or Bachelor’s degree or job-related experience
• Prior financial services experience
• Series 7 & 66 (or 63/65)
• Advanced math skills

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 and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

• Customer Interactions
• Customer Service
• Customer Service Administration
• Customer Support Operations
• Followership
• Interpersonal Relationships
• Office Tools
• Problem Management
• Self-Service and Virtual Call Centers
• Teamwork

Additional Job Details

Address: DALLAS CRESCENT COURT, 100 CRESCENT COURT:DALLAS

City: Dallas

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-11-12

Application Deadline:

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.