Wealth Operations Specialist

RBC; Seattle (WA); On-site; USD 44,000 - 66,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life, and long

Paid time off

Job summary

RBC Wealth Management seeks a Complex Operations Associate in Seattle to help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions, while collaborating with staff across the complex.

You will enter syndicate tickets, correct trade-related errors, and perform general office tasks. The role includes training, development opportunities, and a supportive, high-performing team environment.

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 and to work effectively in a fast-paced environment.

Responsibilities

• Accurately record all checks, securities and coupons received from clients and ensure they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis daily.
• Enter all syndicate tickets promptly and ensure they are completed properly with required documentation on file and management approvals.
• Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures.
• Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC.

Skills

1+ years general office experience

Excellent computer skills

Strong interpersonal communication

Attention to detail

Ability to manage multiple demands

Education

Associate’s or Bachelor’s degree

Series 7 & 66

Job description

RBC Wealth Management seeks a Complex Operations Associate in Seattle to help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions, while collaborating with staff across the complex.

You will enter syndicate tickets, correct trade-related errors, and perform general office tasks. The role includes training, development opportunities, and a supportive, high-performing team environment.