Complex Operations Associate

RBC

Seattle (WA)

On-site

USD 44,000 - 66,000

Full time

4 days ago
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Benefits offered by this job

401(k) with company matching
Health, dental, vision, life, and long
Paid time off

Job summary

RBC Wealth Management seeks a Complex Operations Associate in Seattle to help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions, while collaborating with staff across the complex.

You will enter syndicate tickets, correct trade-related errors, and perform general office tasks. The role includes training, development opportunities, and a supportive, high-performing team environment.

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 and to work effectively in a fast-paced environment.

Responsibilities

  • Accurately record all checks, securities and coupons received from clients and ensure they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis daily.
  • Enter all syndicate tickets promptly and ensure they are completed properly with 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.

Skills

1+ years general office experience
Excellent computer skills
Strong interpersonal communication
Attention to detail
Ability to manage multiple demands

Education

Associate’s or Bachelor’s degree
Series 7 & 66

Job description

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • 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.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

Calendar Management, Communication, Computer Literacy, Detail-Oriented, Email Services, Knowledge Organization, Office Administration, Spreadsheet Software, Teamwork, Time Management

Additional Job Details
Address:

401 UNION STREET:SEATTLE

City:

Seattle

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-03

Application Deadline:

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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