Wealth Management Operations Associate – Impact & Growth

RBC; Minneapolis (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Career development and coaching

Flexible work-life balance

Opportunities across Wealth Management

Job summary

RBC Wealth Management in Minneapolis is seeking a Complex Operations Associate to support branch offices through cashiering and precise client transactions. You will collaborate with staff across the complex to ensure efficient processing.

Ideal candidates bring solid office experience, proficiency in Microsoft Office, and strong communication skills. Some financial services exposure and a willingness to learn are a plus. Training and growth opportunities are provided.

Qualifications

• 1+ years general office experience.
• Excellent computer skills (including Microsoft Office).
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail.
• Ability to manage multiple demands and competing priorities in a fast-paced environment.

Responsibilities

• Record checks, securities and coupons accurately and transmit checks daily.
• Enter syndicate tickets promptly with required documentation.
• Correct trade-related errors per RBC policies and rebilling procedures.
• Handle general office duties including mail processing and correspondence.

Skills

General office experience

Microsoft Office

Interpersonal communication

multitasking

Education

Associate’s or Bachelor’s degree

Financial services exposure

Tools

Microsoft Office

Job description

RBC Wealth Management in Minneapolis is seeking a Complex Operations Associate to support branch offices through cashiering and precise client transactions. You will collaborate with staff across the complex to ensure efficient processing.

Ideal candidates bring solid office experience, proficiency in Microsoft Office, and strong communication skills. Some financial services exposure and a willingness to learn are a plus. Training and growth opportunities are provided.