RBC
Senior Complex Operations Associate/Complex Operations Associate
RBC, San Francisco, California, United States, 94199
Senior Complex Operations Associate/Complex Operations Associate
Join to apply for the
Senior Complex Operations Associate/Complex Operations Associate
role at
RBC 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. 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 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 and sustainable value creation. 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 We’re an inclusive workplace that values diversity and equal opportunities for all applicants. RBC is an equal opportunity employer and believes in creating a diverse environment for our clients and communities.
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Join to apply for the
Senior Complex Operations Associate/Complex Operations Associate
role at
RBC 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. 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 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 and sustainable value creation. 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 We’re an inclusive workplace that values diversity and equal opportunities for all applicants. RBC is an equal opportunity employer and believes in creating a diverse environment for our clients and communities.
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