RBC
Senior Complex Operations Associate/Complex Operations Associate
RBC, San Francisco, California, United States, 94199
Overview
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 received Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures Perform 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 experience Excellent computer skills (including Microsoft Office) Strong interpersonal, organizational and verbal and written communication skills and attention to detail Ability 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 experience Prior financial services experience Series 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 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 Salary ranges: Senior Complex Operations Associate: 50,000 - 80,000. Complex Operations Associate: 45,000 - 70,000. These ranges depend on factors including but not limited to experience, skills, registration status, market conditions, and business needs. This salary range does not include other elements that comprise our total compensation package, which includes commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that drives RBC’s high performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above market shareholder value. Additional Job Details
Address:
345 CALIFORNIA STREET, SAN FRANCISCO City:
San Francisco Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-09-12 Application Deadline:
(see note below) Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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 received Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures Perform 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 experience Excellent computer skills (including Microsoft Office) Strong interpersonal, organizational and verbal and written communication skills and attention to detail Ability 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 experience Prior financial services experience Series 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 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 Salary ranges: Senior Complex Operations Associate: 50,000 - 80,000. Complex Operations Associate: 45,000 - 70,000. These ranges depend on factors including but not limited to experience, skills, registration status, market conditions, and business needs. This salary range does not include other elements that comprise our total compensation package, which includes commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that drives RBC’s high performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above market shareholder value. Additional Job Details
Address:
345 CALIFORNIA STREET, SAN FRANCISCO City:
San Francisco Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-09-12 Application Deadline:
(see note below) Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
#J-18808-Ljbffr