Document Compliance & Operations Associate II

RBC; Minneapolis (MN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Stock where applicable

Coaching and development

Growth opportunities

Job summary

RBC in Minneapolis is seeking an Operations Associate II to ensure accuracy, compliance, and integrity of documents within our wealth management operations. You will review materials, align with system data, and follow established policies to drive quality and efficiency.

Join our Document Processing team to develop specialized expertise, grow professionally in a collaborative environment, and handle detailed, process-driven work that supports our clients and internal teams.

Qualifications

• 4-year degree or HS diploma with 3 years of related experience.
• Ability to learn new technology and support escalated resolution.
• Strong multi-tasking and confidentiality skills.
• Excellent interpersonal and written communication across all levels.
• Proficient Word, Excel, Outlook, and Access.

Responsibilities

• Provide exceptional customer service to clients via email and phone.
• Process requests via Salesforce, Workflow and AOS Docupace.
• Complete daily reports supporting Document Processing.
• Maintain attention to detail to minimize errors and uphold quality.
• Review and validate documents for completeness, accuracy, and compliance.
• Compare submitted materials against system records for consistency.
• Identify discrepancies, elevate issues, and support resolution.
• Adhere to policies while protecting confidentiality and data security.

Skills

Active Learning

Communication

Critical Thinking

Customer Service

Operational Delivery

Process Improvements

Time Management

Education

4-year degree or equivalent

High school diploma + 3 years experience

Job description

RBC in Minneapolis is seeking an Operations Associate II to ensure accuracy, compliance, and integrity of documents within our wealth management operations. You will review materials, align with system data, and follow established policies to drive quality and efficiency.

Join our Document Processing team to develop specialized expertise, grow professionally in a collaborative environment, and handle detailed, process-driven work that supports our clients and internal teams.