Job Description
Elevate your career with RBC as a Full-Time Administrator in Wealth Management in Toronto. Focus on client account management, compliance, and process improvement.
In this role within the Investment Counsellor Services (ICS), you will ensure the timely opening and modification of accounts while collaborating with stakeholders to identify and address process gaps. Your background in financial services will be pivotal for success.
Key Responsibilities:
• Conduct timely acceptance of account requests
• Review and update operational procedures regularly
• Identify compliance gaps and recommend solutions
• Perform second-level reviews and escalate issues
• Mentor team members on unique client requirements
Requirements:
• Strong background in custody within financial services
• Demonstrated client service and resolution skills
• Highly organized and detail-focused
• Proficient in MS Office, including advanced Excel
• Effective communicator with various ...
In this role within the Investment Counsellor Services (ICS), you will ensure the timely opening and modification of accounts while collaborating with stakeholders to identify and address process gaps. Your background in financial services will be pivotal for success.
Key Responsibilities:
• Conduct timely acceptance of account requests
• Review and update operational procedures regularly
• Identify compliance gaps and recommend solutions
• Perform second-level reviews and escalate issues
• Mentor team members on unique client requirements
Requirements:
• Strong background in custody within financial services
• Demonstrated client service and resolution skills
• Highly organized and detail-focused
• Proficient in MS Office, including advanced Excel
• Effective communicator with various ...
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