Operations Associate II - Retirement Plan Operations

Job Description

What is the opportunity?

As an Operations Associate in the Retirement Plan Operations team, you will assist our Financial Advisors, Private Client Group personnel, and internal partners to resolve problems and answer questions related to retirement plans and handle all tax reporting maintenance on retirement accounts.

If you enjoy challenging work, solving complex problems, and are looking for the next step in your career, we want to hear from you!

What will you do?

• Handle all custodial retirement accounts from set‑up to termination
• Answer phone calls from Financial Advisors and other internal partners to answer questions and resolve problems related to retirement plans
• Process retirement‑related paperwork and answer questions regarding these forms
• Tax reporting corrections and reconciliations
• Obtain the necessary documentation from clients by working with the branch offices to stay in compliance with the Internal Revenue Service (IRS)
• Address escalated questions independently; seek assistance from Team Lead or Manager as appropriate following established department procedures
• Reduce risk by suggesting process changes or modifications as appropriate
• Perform other duties and responsibilities as assigned

• 4‑year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job‑related experience
• Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows‑based software products
• Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
• Ability to handle multiple priorities in a fast‑paced and deadline driven environment

• 4‑year degree from an accredited university in business, finance or related field
• 1+ year business, finance, customer service and/or accounting/bookkeeping experience
• Previous experience in the securities industry preferred
• Previous experience with retirement plans and accounts

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
• 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

• Active Learning
• Communication
• Critical Thinking
• Customer Service
• Operational Delivery
• Process Improvements
• Time Management

Address: 250 NICOLLET MALL:

MINNEAPOLIS

City: Minneapolis

Country: United States of America

Work hours/week: 40

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.

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Stay in-the-know about great career opportunities n up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together d out how we use our passion and drive to enhance the well‑being of our clients and communities at

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.