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

What is the opportunity?

As an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization. Your responsibilities will include meticulously reviewing a variety of materials to verify proper completion, confirm alignment with system data, and ensure adherence to established policies and procedures.

Job Description

What is the opportunity?

As an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization. Your responsibilities will include meticulously reviewing a variety of materials to verify proper completion, confirm alignment with system data, and ensure adherence to established policies and procedures.

This role demands strong attention to detail, exceptional critical thinking, and the ability to adapt to evolving requirements. By maintaining high standards of quality and efficiency, you will contribute directly to the smooth operation of our processes and the success of our team.

Joining the established Document Processing team, you will have the opportunity to develop specialized expertise, enhance your analytical skills, and grow professionally in a dynamic and collaborative environment. This position is ideal for individuals who thrive in detail-oriented roles and are committed to delivering precise, reliable results.

What will you do?

• Provide second to none customer service to our clients via email and phone interactions
• Process requests via Salesforce, Workflow and AOS Docupace
• Complete daily reports that support Document Processing
• Attention to Detail: Ensure all tasks, documents, and communications are executed with precision, minimizing errors and maintaining high-quality standards
• Review and validate documents for completeness, accuracy, and compliance.
• Compare submitted materials against system records to ensure consistency.
• Identify discrepancies, elevate issues, and support resolution efforts.
• Adhere to policies and procedures while maintaining confidentiality and data security.

What do you need to succeed?

Must-have

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access

Nice-to-have

• Experience within the document review
• Previous experience in the securities, banking or finance industry preferred
• Ability to integrate Excel and Access databases into daily work
• Knowledge on Broadridge is preferred

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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $45,000 - $70,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. 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

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

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: 2026-07-15

Application Deadline: 2026-09-02

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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.