Job Description
RBC Investor Services (RBCIS) is a premier provider to the world’s leading asset managers and financial institutions. Our unique domestic and cross-border fund solutions, combined with the expertise of our 5,500 professionals in 15 markets, enable our clients to achieve their ambitions through efficiency improvements and robust risk management practices.
With approximately CAD $3.1 trillion in client assets under administration, we rank among the world’s top 10 global custodians. We administer over 6,700 funds, produce approximately 1.99 million net asset valuations (NAVs) and serve approximately 9.9 million shareholders. We also have the widest transfer agency network in the market and are a top‑ranked international securities lending service, covering 13 world markets.
In this role, located at the RBC Halifax Innovation Hub, Bedford NS, you will analyze cross‑border investment income data for client investments in specific countries and regions globally to determine Relief at Source (RAS) and Reclaim requirements and collaborate with colleagues to ensure quality is maintained.
You will develop expertise and own tax operations processes (including Relief at Source and Tax Reclaims), including knowledge of tax regulations and compliance requirements. You will proactively manage and monitor renewal and reclamation production, maintaining visibility to senior team members and ensuring best‑in‑class custody service to RBC Investor Services clients.
What will you do?- Analyze cross‑border investment income data for client investments in specific countries and regions globally to determine and monitor Reclaim opportunities
- Collaborate with Senior Administrators, Tax Operations and Manager, Tax Operations to ensure quality is maintained and enhance efficiencies
- Build expertise in tax operations processes & tasks for specific countries and regions globally and deepen knowledge in tax regulations and requirements
- Proactively manage the process related to exemption & refund statuses, maintaining visibility to managers
- Escalate issues and possible risks in a timely manner
- Apply a client‑centric mindset, ensuring accurate and prompt production for enhanced client experiences & outcomes
- Adhere to Policy & Procedural guidelines, including monitoring for pertinent revisions
- Strong analytical capability with ability to manipulate data to identify trends
- Proficiency in MS Office product suite, particularly MS Excel & MS Access
- Discipline in time management, attention to detail and organizational skills
- Comfort managing multiple tasks and meeting time‑sensitive deadlines
- Ability to mentor others
- Diploma/Degree in a related field, and/or 1–2 years’ experience in operational environments
- 1–2 years’ experience in a Tax Operations field or tax related business
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support development through coaching and management opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high‑performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Location:
RBC Halifax Innovation Hub, Bedford, NS
Work hours per week: 37.5
Employment type:
Full time
Job type:
Regular
Pay type:
Salaried
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