Job Summary

Job Description

What is the opportunity?

Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently.  You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. 

What will you do?

Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts.  Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks receivedEnter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvalsFacilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and proceduresPerform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC

What do you need to succeed?

Must-have

1+ years general office experienceExcellent computer skills (including Microsoft Office)Strong interpersonal, organizational and verbal and written communication skills and attention to detailAbility to manage multiple demands and competing priorities and to work effectively in a fast-paced environment

Nice-to-have

Associate’s or Bachelor’s degree or job-related experiencePrior financial services experienceSeries 7 & 66 (or 63/65)Advanced math skills

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations, Followership, Interpersonal Relationships, Office Tools, Problem Management, Self-Service and Virtual Call Centers, Teamwork

Additional Job Details

Address:

DALLAS CRESCENT COURT, 100 CRESCENT COURT:DALLAS

City:

Dallas

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-12-16

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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.