Mutual Funds Operations Specialist - Detail-Driven & Impactful

rbc; Minneapolis (MN); On-site; USD 50,000 - 80,000; Full time

Job summary

RBC in Minneapolis is seeking an Operations Associate III in the Mutual Funds team. You will work with Mutual Fund companies and Financial Advisors to ensure timely processing of business and provide superior service by phone, email, and other systems.

The role emphasizes attention to detail, ability to handle multiple priorities in a fast-paced environment, and collaboration with other operations staff to reduce risk and improve processes.

Qualifications

• 4-year degree or equivalent and strong data handling skills.
• Ability to manage multiple priorities, maintain confidentiality and detail orientation.
• Proficient with Microsoft Office and data systems; strong customer service.

Responsibilities

• Research, respond to, and follow up on questions from departments, branches, and management.
• Verify and record data into department systems; follow procedures and task instructions.
• Provide routine status updates on mutual funds business and research improvements.
• Reduce risk by suggesting process changes and acting as a resource to teammates.
• Collaborate with staff to ensure timely, accurate processing of paperwork.

Skills

Attention to detail

Multitasking

Critical thinking

Customer service

Communication

Time management

Education

Bachelor's degree or equivalent

High school diploma with 2 years related experience

Tools

Microsoft Office

Excel

Access

Job description

RBC in Minneapolis is seeking an Operations Associate III in the Mutual Funds team. You will work with Mutual Fund companies and Financial Advisors to ensure timely processing of business and provide superior service by phone, email, and other systems.

The role emphasizes attention to detail, ability to handle multiple priorities in a fast-paced environment, and collaboration with other operations staff to reduce risk and improve processes.