Transfers Operations Specialist

RBC

Minneapolis (MN)

On-site

USD 45,000 - 70,000

Full time

31 hours ago
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Benefits offered by this job

401(k) with company matching
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Paid time off
Stock options (where applicable)

Job summary

RBC in Minneapolis is seeking an Operations Associate II to support the Account Transfers team with data processing and customer service for complex Operations tasks. You will review and record data in systems, resolve escalations, and collaborate with other departments while maintaining confidentiality.

The role emphasizes analytical thinking, multitasking, and strong communication in a fast-paced environment. Benefits and total rewards accompany a salaried position in Wealth Management.

Qualifications

  • 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 and adapt to change, strong analytical skills to support researching, analyzing and solving problems.
  • Ability to handle multiple priorities in a fast-paced, deadline-driven environment with high attention to detail and confidentiality.
  • Exceptional interpersonal, verbal and written communication skills with the ability to work with all levels of staff and management.
  • Microsoft Word, Excel, Outlook, and Access skills.

Responsibilities

  • Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
  • Accurately review, verify and/or record data into technology supporting department processes.
  • Liaise with other departments and external customers for research or information as needed.
  • Address escalated questions independently; seek guidance from Team Lead or Manager per procedures.
  • Suggest process changes to reduce risk and improve efficiency.

Skills

Active Learning
Adaptability
Communication
Critical Thinking
Customer Service
Microsoft Excel
Multitasking
Operational Delivery
Process Improvements
Time Management

Education

Bachelor's degree or equivalent
High school diploma + 3 years experience

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Access

Job description

RBC in Minneapolis is seeking an Operations Associate II to support the Account Transfers team with data processing and customer service for complex Operations tasks. You will review and record data in systems, resolve escalations, and collaborate with other departments while maintaining confidentiality.

The role emphasizes analytical thinking, multitasking, and strong communication in a fast-paced environment. Benefits and total rewards accompany a salaried position in Wealth Management.

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