Operations Associate (Office Clerk)

• The expected base salary range for this position is $20/Hr - $22/Hr, depending on experience, skills, and internal equity.
• The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements.
• Benefit eligibility and offerings vary based on role, employment status, and work location.
• For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.
• We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications.
• These tools are used to enhance consistency and efficiency.
• All hiring decisions involve human review and are not based solely on automated processing.

About the Role:

• Our client is seeking Operations Associate III professionals to join their Wealth Management Operations team in Toronto.
• This role supports complex and exception-based operational processes, requiring strong attention to detail, analytical ability, customer service skills, and the ability to research and resolve issues independently.
• The successful candidate will review, verify, and process information within internal systems while providing support to internal teams, business units, external customers, and industry participants.

Key Responsibilities:

• Perform accurate analysis and processing for complex, exception-based, and specialized operational processes.
• Review, verify, record, and maintain data within technology systems supporting department processes.
• Research and resolve operational issues and requests, including escalated questions.
• Liaise with internal departments, RBC business units, external customers, and industry participants to obtain information and resolve issues.
• Provide strong customer service and communicate information clearly and professionally.
• Identify opportunities to improve processes, reduce operational risk, and increase efficiency.
• Suggest process and system improvements where appropriate.
• Maintain accurate records and documentation in accordance with established procedures.
• Train and support other Operations team members and act as a resource within the team.
• Handle multiple priorities in a fast-paced, deadline-driven environment.
• Maintain confidentiality and ensure a high level of accuracy in all work.

Required Qualifications:

• 1+ year of experience in business, finance, customer service, accounting/bookkeeping, or a related field.
• 4-year degree from an accredited university or equivalent, OR a high school diploma/equivalent plus 2 years of relevant experience.
• Strong verbal and written communication skills.
• Strong analytical, mathematical, and problem-solving abilities.
• Ability to work effectively with exception-based and complex processes.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet daily deadlines.
• Ability to work independently with minimal supervision as well as collaboratively within a team.
• Strong customer service and interpersonal skills.
• Ability to research, analyze, and resolve problems independently.
• Ability to remain professional and composed when dealing with difficult situations or conflicts.
• Proficiency with Word, Excel, and Outlook.
• Ability to handle sensitive and confidential information appropriately.

Preferred / Nice-to-Have Qualifications:

• Experience within the financial services, banking, or wealth management industry.
• Knowledge of financial operations or securities processing.
• Canadian Securities Course (CSC).
• Experience with Broadridge.
• Experience with CDS/DTC settlements.
• Previous experience working with complex or exception-based operational processes.

Technology:

• Office Suite
• Excel
• Word
• Outlook
• PowerPoint
• Broadridge experience is an asset.
• Experience with relevant financial operations systems is an asset.

Soft Skills:

• Excellent verbal and written communication.
• Strong listening and interpersonal skills.
• Customer-service oriented.
• Strong organizational and time-management skills.
• Ability to multitask effectively.
• Strong information-seeking and research skills.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality.
• Self-directed and comfortable working independently.
• Collaborative and team-oriented.

Team & Work Environment:

• You will be joining a 14-16 person collaborative and interactive Operations team within Wealth Management.
• The team is teamwork-driven and provides opportunities to work closely with colleagues across the organization.

What You’ll Gain:

• This is an opportunity to gain experience within a Wealth Management Operations environment while working with complex operational processes, customer service, financial data, and exception-based transactions.
• The role also provides exposure to process improvement, risk reduction, and cross-functional collaboration within a major financial institution.