Job Description & How to Apply Below
This position provides analysis, processing, and customer service support for exception-based and highly specialized operations processes. The incumbent reviews, verifies, and records data into technology systems supporting department processes while researching, resolving, or securing requested information for other operations areas, RBC Business Units, external customers, and industry participants. The role includes thought leadership and implementation support for department process changes, system enhancements, and new initiatives.
The incumbent is expected to address escalated questions independently, seeking assistance from their manager as appropriate and following established department procedures. The position contains increased elements of risk, which are managed through operational reviews, system checks, and adherence to procedures.
What will you do?
Perform daily reconciliation for Advisory Link (Envestnet) to ensure accurate cash and position quantities for trading and billing
Perform daily quality checking for performance reporting application (Addepar) to ensure accurate rate of returns, market values and cash flows
Perform other reconciliation and operational tasks as required
Ability to update procedures and improve processes with evolving technology
Must have:
Ability to communicate effectively, both verbally and in writing
Ability to demonstrate strong analytical, mathematical, exception-based processing skills
Ability to handle multiple priorities in a fast paced and deadline driven environment
Ability to understand and meet business daily support needs on an ongoing basis
Ability to work efficiently and accurately on exception based complex and/or highly specialized processes with minimal supervision
Ability to work independently and within a team environment
Ability to work well and maintain composure under pressure
Demonstrated self-directedness in researching, analyzing, and solving problems
Proficient computer skills in Windows-based software products including Word, Excel and Outlook
Proven ability to effectively deal with difficult people, situations and/or conflict
Strong customer service, organizational skills, attention to detail and confidentiality
Nice to have:
4-year degree from an accredited university in business, finance or related field
3+ year business, finance, customer service and/or accounting/bookkeeping experience.
What's in it for you?
Join one of North America's leading financial institutions-where your work shapes the future of global finance. At RBC, we're not just banking; we're pioneering solutions across wealth management, capital markets, insurance, and technology that serve millions worldwide.
Your career + Your life
Competitive total rewards: market-rate compensation, performance bonuses, flexible benefits, and equity opportunities
Genuine flexibility: work arrangements designed around how you work best
Clear pathways to growth: mentorship from leaders invested in your development, and progressive opportunities across RBC's diverse businesses
Your impact
Own meaningful projects that drive real change across global financial services
Collaborate with world-class teams solving complex, high-stakes challenges in a dynamic, fast-paced environment
Contribute to communities and causes you care about through our social impact initiatives
Your development
Access learning and skill-building opportunities tailored to your goals
Expand your expertise across RBC's broad range of businesses-wealth, banking, capital markets, insurance, and technology
Build your professional network with talented people across a global organization
Job Skills
Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Additional Job Details
Address: 120 WESTERN PKY:
BEDFORD
City:
Bedford
Country:
Canada
Work hours/week: 37.5
Employment Type:
Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type:
Salaried
Posted Date:
Final date to receive applications:
Note
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
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