Operations Associate III - Mutual Funds

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

What is the opportunity?

As an Operations Associate III in the Mutual Funds team, you will work directly with Mutual Fund companies and Financial Advisors to ensure Mutual Fund business is processed in a timely manner. You will also provide superior customer service via phone, email and other systems while processing paperwork without errors.

If you have exceptional attention to detail, enjoy fast paced challenging work and are looking for the next opportunity, we want to hear from you!

What will you do?

• Research, respond to, and follow up as required to questions from other Operations departments, branch offices, Mutual Fund companies, and management staff
• Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures, processes and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role
• Provide routine follow up to check on status of the mutual funds business from varying Mutual Funds companies
• Reduce risk by suggesting process changes and modifications as appropriate
• Act as a resource for other Operation's team members

What do you need to succeed?

• Must-have:
  • 4-year degree from an accredited university (or equivalent). Or High school diploma (or equivalent) and 2 years of job related experience
  • Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
  • Ability to think critically, process complex work, investigate and inquire
  • Strong PC skills with knowledge of the Microsoft Office package
  • Excellent customer service and telephone skills
• Nice-to-have:
  • Previous experience balancing/reconciling accounts
  • Brokerage back office operations experience
  • Ability to integrate Excel and Access databases into daily work

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 accountabilities
• Access to a variety of job opportunities across business

Job Skills

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

The good-faith expected salary range for the above position is $50,000 - $80,000 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

Additional Job Details

• Address: 250 NICOLLET MALL
• 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: 2026-09-11
• Application Deadline: 2026-11-04
• 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.