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About the Role
Ensure Registered Products & Estate Processing cases are completed accurately, on target, and within regulatory standards to maximize client experience. Assist other departments in resolving client issues.
Responsibilities
- Maintain a high level of specialized knowledge related to RESP/Registered Products and Estates processing.
- Pre-screen Letters of Indemnity and complete trade corrections and fulfill cash/money movements.
- Apply Quality Control procedures to ensure trades are adjusted, first time right.
- Update investor accounts by adding messages pertaining to notable actions.
- Communicate effectively with internal and external client groups.
- Assist with the audit of adjusted transactions and departmental processes.
- Review Client procedures and suggest improvements.
- Work with Manager to update Desk Operating Procedures and other assigned tasks.
Requirements
- 2-3 years of experience in RESP within a Mutual Fund environment.
- Strong working knowledge/experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration.
- Sound knowledge of Mutual Fund and compliance/regulation, including RESP.
- Demonstrated ability to work successfully in a fast-paced, high-stress environment.
- Strong technical and analytical skills in running/debugging various applications and macros, including MS Office.
Skills
- Active Learning
- Adaptability
- Business Appraisals
- Critical Thinking
- Customer Service
- Decision Making
- Effectiveness Measurement
- Operational Delivery
- Process Improvements
Location
- RBC CENTRE, 155 WELLINGTON ST W:TORONTO
- Toronto
- Canada
Work Type
- Full time
- Salaried
Education Level
- IFIC Mutual Funds Operations Course completion (preferred)
- Unitrax Recordkeeping System knowledge (preferred)
- FundSERV knowledge (preferred)
Salary/Compensations
- $55,000.00 - $90,000.00
Benefits
- Bonuses
- Flexible benefits
- Competitive compensation
- Commissions
- Stock (where applicable)
- Coaching and managing opportunities
- Flexible work/life balance options
About the Company
- RBC thrives on the challenge to be its best, progressive thinking to keep growing, and working together to deliver trusted advice to help clients thrive and communities prosper.
- RBC values caring about each other, reaching potential, making a difference to communities, and achieving mutual success.
- RBC is guided by shared values of Client First, Integrity, Collaboration, Respect and Excellence.
- RBC believes an inclusive workplace with diverse perspectives is core to its continued growth as one of the largest and most successful banks in the world.
- RBC strives to foster a workplace based on respect, belonging, and opportunity for all.
Equal Opportunity
- RBC supports pay transparency and strives to ensure all pay ranges are competitive, fair, and equitable.
- RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.