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Job Description
Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future!
As an Operations Associate III with the Alternative Investments team, you will be the dedicated resource for our field and Product partners. Using your extraordinary critical thinking skills and high attention to detail, you will provide analysis, processing, and customer service support for manual, exception-based, and highly specialized processes for the alternative investment product platform at RBC.
If you have exceptional problem solving skills, enjoy challenging work, and are looking for the next step in your career, we want to hear from you!
What will you do?
- Act as a primary point of contact for firms and Financial Advisors for RBC’s sponsored Alternative Investments
- Process fund subscriptions and redemptions
- Process transfers to and from other Broker Dealers
- Execution of capital calls for Private Equity Funds on RBC’s sponsored platform
- Reconcile RBC’s books and records with fund companies
- Reduce risk or increase efficiencies by suggesting process changes and system modifications
What do you need to succeed?
Must-have
- 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
- Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
- Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality. Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
- Proficient computer skills in Windows-based software products including Word, Excel and Outlook.
Nice-to-have
- 4-year degree from an accredited university in business, finance or related field.
- 3+ years business, finance, customer service and/or accounting/bookkeeping experience.
- Previous experience in the securities or banking industry preferred.
- Ability to integrate Excel and Access databases into daily work.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Hybrid work schedule – Some in office days at Minneapolis location will be required
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
