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RBC Wealth Management Account AdministratorRBC • Winnipeg, Canada
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RBC Wealth Management Account Administrator

RBC Wealth Management Account Administrator

RBC • Winnipeg, Canada
29 days ago
Job type
  • Full-time
Job description
Become an Account Administrator within RBC's Wealth Management team in Toronto. Focus on client account openings, compliance adherence, and enhancing operational efficiency.

As part of the Investment Counsellor Services (ICS) Account Opening Group, your key responsibilities will involve the validation of account requests and ensuring compliance with current policies. Leverage your financial services industry knowledge to support your colleagues and improve processes.

Key Responsibilities: • Ensure accurate acceptance of new accounts • Address issues and improve desk operating procedures • Maintain compliance by identifying procedural gaps • Conduct reviews and escalate potential problems • Train team members on client account processes

Requirements: • Solid experience in custody-related financial services • Strong skills in client service and issue resolution • Detail-oriented with excellent organizational ability • Proficiency in MS Office applications, especially Excel • Strong communicator with stakeholders and team members

Enhance your expertise and drive client success as part of the RBC Wealth Management team in Toronto. #J-18808-Ljbffr
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RBC Wealth Management Account Administrator • Winnipeg, Canada

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