Complex Operations Associate

RBC

Minneapolis (MN)

On-site

USD 40,000 - 60,000

Full time

2 days ago
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Benefits offered by this job

Total Rewards Program
Career development and coaching
Flexible work-life balance
Opportunities across Wealth Management

Job summary

RBC Wealth Management in Minneapolis is seeking a Complex Operations Associate to support branch offices through cashiering and precise client transactions. You will collaborate with staff across the complex to ensure efficient processing.

Ideal candidates bring solid office experience, proficiency in Microsoft Office, and strong communication skills. Some financial services exposure and a willingness to learn are a plus. Training and growth opportunities are provided.

Qualifications

  • 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 in a fast-paced environment.

Responsibilities

  • Record checks, securities and coupons accurately and transmit checks daily.
  • Enter syndicate tickets promptly with required documentation.
  • Correct trade-related errors per RBC policies and rebilling procedures.
  • Handle general office duties including mail processing and correspondence.

Skills

General office experience
Microsoft Office
Interpersonal communication
multitasking

Education

Associate’s or Bachelor’s degree
Financial services exposure

Tools

Microsoft Office

Job description

Job Description

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 accountabilitiesAccess to a variety of job opportunities across business

The good-faith expected salary range for the above position is $40,000 - $60,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
Job Skills

Claims Processing, Customer Communications, Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Inbound Customer Service, Interpersonal Relationships, Office Tools, Problem Management, Problem Resolution, Teamwork, Troubleshooting

Additional Job Details

Address: 250 NICOLLET MALL:MINNEAPOLIS

City: Minneapolis

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-21

Application Deadline: 2026-09-26

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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