Retirement Operations Analyst I

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 50,000 - 80,000; Full time

Job summary

RBC Capital Markets, LLC is seeking an Operations Specialist 1 for the Retirement Plan Operations team in Minneapolis. You will own critical oversight activities ensuring systems run smoothly, provide analysis, processing, and customer service support for complex and specialized operations.

The role emphasizes accuracy and regulatory compliance, requiring 2+ years in securities/banking and strong communication skills. You will back up controls and support testing of new systems as needed.

Qualifications

• 4-year degree or equivalent; 3 years related experience with HS diploma.
• 2+ years securities, banking and/or job-specific related experience.
• Strong analytical, problem identification and resolution skills for escalation and oversight.
• Excellent written and verbal communication; ability to handle multiple priorities.

Responsibilities

• Execute daily department oversight activities to validate system processes are executing as designed; run and analyze reports to resolve exceptions.
• Assist in department oversight to ensure adherence to procedures, mitigate risks, and meet regulatory requirements.
• Support escalated, time-sensitive, complex, exception-based processes.
• Liaise with Operations, RBC Business Units, external customers to research or secure information; escalate to Manager as needed.
• Provide backup for high-volume phone or Salesforce cases; support absences of other specialists.
• Participate in projects; assist testing and implementation of new systems and processes.
• Ensure manuals are updated as policies change.
• Perform other duties as assigned.

Skills

Analytical skills

Data analysis

Research

Customer service

Time management

Education

Bachelor's degree or equivalent

High School diploma + 3 years experience

Tools

Word

Excel

Outlook

Job description

RBC Capital Markets, LLC is seeking an Operations Specialist 1 for the Retirement Plan Operations team in Minneapolis. You will own critical oversight activities ensuring systems run smoothly, provide analysis, processing, and customer service support for complex and specialized operations.

The role emphasizes accuracy and regulatory compliance, requiring 2+ years in securities/banking and strong communication skills. You will back up controls and support testing of new systems as needed.