Specialist, Global Tax Reporting FATCA/CRS-1

Job Description

What is the opportunity?

The primary purpose for this position is to perform daily oversight activities for complex exception based processes to validate department and systems processes are executing as designed and escalate issues as appropriate. In addition, incumbent provides analysis, processing, and customer service support for manual, exception-based complex and/or highly specialized Operation’s processes.

Incumbent will review, verify, and record data into technology systems supporting department processes ensuring adherence to all regulatory and firm policy requirements. In addition, incumbent will research, resolve, or secure requested information for other Operation’s areas, RBC Business Units, external customers or industry participants. Incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. Incumbent will address escalated questions independently seeking assistance from Manager as appropriate following established department procedures. Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures.

What will you do?

• Execute daily department oversight activities for complex exception based processes to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements. (35%)

• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager or Senior Manager as appropriate following established department procedures. (30%)

• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required. (15%)

• Train and act as a resource for less experienced Operation’s team members. (10%)

• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes. (5%)

• Perform other duties and responsibilities as assigned. (5%)

What do you need to succeed?

Must haves:

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience

• 1+ year prior securities, banking, technology industry and/or job specific related industry

• 1+ years demonstrated and sound managerial experience leading and managing a team (Trading & Margins Only)

Nice-to-have:

• Ability to effectively train, lead and provide work direction to others

• Ability to handle multiple priorities in a fast paced and deadline driven environment

• Ability to understand and meet business daily support needs on an ongoing basis

• Ability to work independently and within a team environment

• Advanced customer service skills

• Experience with brokerage systems

• Proficient computer skills in Windows-based software products including Word, Excel and Outlook

• Sound organizational knowledge with operational mindset; including products, processes, systems and regulatory and/or client needs

• Strong attention to detail and privacy/confidentiality;

• Strong interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management

• Strong problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Flexible work/life balance options.

• Opportunities to do challenging work.

• Opportunities to take on progressively greater accountabilities.

• Access to a variety of job opportunities across business.

Job Skills

Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

180 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:

2026-07-20

Application Deadline:

2026-08-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.