Job Description

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.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. 

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 receivedEnter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvalsFacilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and proceduresPerform 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 experienceExcellent computer skills (including Microsoft Office)Strong interpersonal, organizational and verbal and written communication skills and attention to detailAbility 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 experiencePrior financial services experienceSeries 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

The good-faith expected salary range for the Senior Complex Operations Associate is $50,000 - $80,000. To be considered Senior, you must have the Series 7 and 66 or 63 and 65 one day one of employment.  The good-faith expected salary range for the Complex Operations Associate is $45,000 - $70,000.

These ranges are depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.

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

·       Enables collective achievement of our strategic goals

·       Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional 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

Application Deadline:

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

Inclusion and Equal Opportunity Employment

At 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.