Transaction coordinator Jobs in North York, ON

Job Summary

Job Description

What is the opportunity?

In this role, you will be responsible for the accurate and timely processing of all unitholder activity and maintenance of unitholder records, on their team, in line with internal policies, client requirements and well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.

You will be responsible for the overall team management; and, ensure operational / administrative effectiveness and cost effectiveness through a focus on increasing quality and efficiency of staff in their day to day management of their team.

The role reports to the Associate Director Transaction Processing in Shareholder Services. Each Manager is responsible either for designated client groups or specific functions (such as Adjustments, Quality Control or Support) for which they are wholly accountable in terms of Services Level results.

What will you do?

Management of day-to-day operations, including client service :

• Ensure the “First Time Right” Processing of unitholder activity and Quality Control for their team.
• Main point of contact for escalated issues (research, recommend and implement solutions) related to processing for clients.
• Subject matter expert for client specific processing issues / questions for internal contacts, such as Contact Centre, Client Management and Trust Accounting, and for clients.

Leadership / People Management :

Operational Efficiency :

Risk Management :

What do you need to succeed?

Must-have :

Nice-to-have :

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.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Office Administration, Operational Delivery, Organizing, Process Improvements, Risk Management, Time Management, Treasury Management

Additional Job Details

Address : RBC CENTRE, 155 WELLINGTON ST W : TORONTO

City : TORONTO

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-04-17

Application Deadline : 2025-05-01

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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