Client Reporting- Confirms & Statements

Royal Bank of Canada

Minneapolis, MN, United States
Base: $70,000 - $130,000; bonus/equity: discretion...
Financial data analysis and reporting
Monthly statement and trade confirmation production
Cross-departmental collaboration
RBC Wealth Management is seeking a detail-oriented Client Reporting Senior Analyst to ensure accuracy, compliance, and timeliness in client communications while enhancing operational efficiencies

Job Summary

  • RBC Wealth Management is seeking a detail-oriented Client Reporting Senior Analyst to ensure accuracy, compliance, and timeliness in client communications while enhancing operational efficiencies.
  • The role involves preparing and validating client statements and trade confirmations, collaborating with multiple departments, and participating in regulatory risk initiatives.
  • Employees benefit from a comprehensive Total Rewards Program, flexible work/life balance options, and opportunities for professional growth within a dynamic and collaborative team.

Matching Summary

RBC Wealth Management is seeking a detail-oriented Client Reporting Senior Analyst to ensure accuracy, compliance, and timeliness in client communications while enhancing operational efficiencies.

Salary

Base: $70,000 - $130,000; Bonus/Equity: Discretionary bonus; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time off

Skills & Requirements

Must-have

  • Financial data analysis and reporting
  • Monthly statement and trade confirmation production
  • Cross-departmental collaboration
  • Process improvements and automation
  • Strong Microsoft Excel and Access skills
  • Timely client communication delivery

Nice-to-have

  • Vendor relationship management
  • SQL knowledge
  • Project management experience
  • Strong presentation skills
  • Forward-thinking mindset
  • Creative problem solving

Key Requirements

  • Bachelor’s degree in finance or related field or 5+ years experience
  • Experience in financial services industry
  • Ability to manage multiple deadlines in fast-paced environment
  • Strong written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter