Job Information
RBC Associate, Operations II in Minneapolis, Minnesota
Job Summary Job Description What is the opportunity? Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! As an Operations Associate in the Retirement Plan Operations team, you will assist our Financial Advisors, Private Client Group personnel, and internal partners to resolve problems and answer questions related to retirement plans and handle all tax reporting maintenance on retirement accounts. If you enjoy challenging work, solving complex problems, and are looking for the next step in your career, we want to hear from you! What will you do? Handle all custodial retirement accounts from set-up to termination Process retirement-related paperwork and answer questions regarding these forms Tax reporting corrections and reconciliations Obtain the necessary documentation from clients by working with the branch offices to stay in compliance with the Internal Revenue Service (IRS). Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures Reduce risk by suggesting process changes or modifications as appropriate Perform other duties and responsibilities as assigned What do you need to succeed? Must-have 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job-related experience. Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows-based software products. Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail. 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 1+ year business, finance, customer service and/or accounting/bookkeeping experience. 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: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2024-01-23 Application Deadline: 2024-04-08 Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment event that matter to you. 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 . RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.