Wealth Operations Associate, Complex Desk (Hybrid)

RBC; Vienna (VA); On-site; USD 44,000 - 66,000; Full time

Benefits offered by this job

Total Rewards Program including bonus

Flexible benefits

Stock where applicable

Job summary

RBC Wealth Management in the United States is seeking a Complex Operations Associate. You will handle cashiering duties, ensure accurate client transactions, and collaborate with branch staff to support efficient complex office operations.

The role offers training and development resources to support your career growth and continuous learning within RBC Wealth Management. A dynamic, fast-paced environment with opportunities to advance and contribute to client service excellence is expected.

Qualifications

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

Responsibilities

• Accurately record checks, securities and coupons received from clients and ensure correct account credits.
• Enter syndicate tickets promptly with required documentation and approvals.
• Facilitate correction of trade-related errors following RBC policies and procedures.
• Perform general office duties including mail handling and document management.

Skills

General office experience

Microsoft Office

Interpersonal skills

Organizational skills

Time management

Multitasking

Education

Associate’s or Bachelor’s degree or related experience

Tools

Microsoft Office Suite

Job description

RBC Wealth Management in the United States is seeking a Complex Operations Associate. You will handle cashiering duties, ensure accurate client transactions, and collaborate with branch staff to support efficient complex office operations.

The role offers training and development resources to support your career growth and continuous learning within RBC Wealth Management. A dynamic, fast-paced environment with opportunities to advance and contribute to client service excellence is expected.