Job Listing
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| Job ID: 14042170 |
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Associate, Operations II - Retirement Plan |
| Work Type: | Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | High School Diploma/GED |
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| Experience Required: | Unspecified |
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| Required Skills: | Please see the job description for information about required job skills. |
| Preferred Skills: |
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| Job Description: |
Job Summary
Job Description
What is the opportunity?
Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future!
As an Operations Associate in the Retirement Plan Operations team, you will assist our Financial Advisors, Private Client Group personnel, and internal partners to resolve problems and answer questions related to retirement plans and handle all tax reporting maintenance on retirement accounts.
If you enjoy challenging work, solving complex problems, and are looking for the next step in your career, we want to hear from you!
What will you do?
Handle all custodial retirement accounts from set-up to termination
Process retirement-related paperwork and answer questions regarding these forms
Tax reporting corrections and reconciliations
Obtain the necessary documentation from clients by working with the branch offices to stay in compliance with the Internal Revenue Service (IRS).
Address escalated questions independently; seeking assistance from Team Lead or Manager as appropriate following established department procedures
Reduce risk by suggesting process changes or modifications as appropriate
Perform other duties and responsibilities as assigned
What do you need to succeed?
Must-have
4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job-related experience.
Effective problem identification, analytical, and resolution skills along with proficient computer skills in Windows-based software products.
Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail.
Ability to handle multiple priorities in a fast-paced and deadline driven environment.
Nice-to-have
4-year degree from an accredited university in business, finance or related field
1+ year business, finance, customer service and/or accounting/bookkeeping experience.
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
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-04-09
Application Deadline:
2024-04-25
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.
Refer to ID 79007021_1 when applying |
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