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Associate, Operations III - Estate & Trust Processer

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Job Description

What is the opportunity?

The primary purpose for this position is to perform daily oversight on complex processes, provide analysis, and customer service support for exception-based complex and/or highly specialized Operation’s processes. Incumbent will review, verify, and record data into technology systems supporting department processes. In addition, incumbent will research, resolve, or secure requested information for other Operation’s areas, RBC Business Units, external customers or industry participants. Incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. Incumbent will address escalated questions independently seeking assistance from Team Lead or Manager as appropriate following established department procedures. Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures.

What will you do?


  • Provide accurate analysis and processing support for exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role.
  • Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures.
  •   Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required.
  • Provide accurate analysis and processing support for manual, exception-based complex, and/or highly specialized processes within a specific Operations department.  Accurately review, verify and/or record data in technology support department processes.
  • Train and act as a resource for other Operation’s team members.
  • Perform other duties and responsibilities as assigned.

What do you need to succeed?

Must haves:


  • 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 2 years of job-related experience
  • 1+ year business, finance, customer service and/or accounting/bookkeeping experience.
  • Ability to communicate effectively, both verbally and in writing
  • Strong customer service, organizational skills, attention to detail and confidentiality
  • Ability to handle multiple priorities in a fast paced and deadline driven environment

Nice-to-have:


  • 4-year degree from an accredited university in business, finance or related field

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

Job Skills

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

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-06

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

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 at RBC. Qualified applicants may be contacted to review their resume in more detail.

More about this job

Responsibilities

The incumbent will perform daily oversight on complex, exception-based operations processes and provide analysis and customer service support. They are also responsible for reviewing and recording data into systems while addressing escalated inquiries and supporting process enhancements.

Requirements

Candidates must possess a 4-year degree or a high school diploma with at least 2 years of relevant experience. Additionally, at least 1 year of experience in business, finance, customer service, or accounting is required along with strong communication and organizational skills.

Skills

  • Active Learning
  • Communication
  • Critical Thinking
  • Customer Service
  • Operational Delivery
  • Process Improvements
  • Time Management
  • Data Entry
  • Research
  • Problem Resolution
  • Attention To Detail
  • Organizational Skills
  • Confidentiality
  • Finance
  • Accounting
  • Bookkeeping

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock
  • Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative
  • Management & Leadership

Keywords

  • Operations
  • Estate & Trust
  • Data Entry
  • Customer Service
  • Finance
  • Accounting
  • Bookkeeping
  • Risk Management
  • Process Improvement
  • System Enhancements
  • Wealth Management
  • Operational Reviews
  • Problem Resolution
  • Reporting
  • Analysis
  • Compliance
  • Banking
  • Documentation
  • Stakeholder Management
  • Quality Assurance

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