Operations Associate Iii - Cost Basis

Royal Bank of Canada

Minneapolis, MN, United States
Base: $40,000 - $70,000; bonus/equity: discretiona...
Customer service via phone and e-mail
Processing cost basis requests
Deadline driven environment
Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future

Job Summary

  • Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future.
  • You will partner with Financial Advisors and Client Associates to address questions or solve problems related to the maintenance of our clients’ cost basis records in a fast-paced and deadline driven environment.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable is offered.

Matching Summary

Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future.

Salary

Base: $40,000 - $70,000; Bonus/Equity: Discretionary bonus and stock where applicable; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time-off

Skills & Requirements

Must-have

  • Customer service via phone and e-mail
  • Processing cost basis requests
  • Deadline driven environment
  • Proficient in Windows-based software
  • Attention to detail
  • Organizational skills

Nice-to-have

  • Business, finance or related degree
  • Analytical and problem resolution skills
  • Effective verbal and written communication
  • Ability to handle multiple priorities
  • Collaborative and progressive team environment

Key Requirements

  • 4-year degree or equivalent experience
  • High school diploma and 2 years related experience
  • 1+ year business, finance, customer service or accounting experience

Work Rights

Not specified

Tailored Resume

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