Job Description
What is the opportunity?
Shareholder Services is responsible for maintaining the records for investors of various Investment Companies that offer investments such as Mutual, Pooled, Hedge Funds, Link Notes, and Asset Allocations. Along with maintaining records, reporting is provided to unit-holders, in accordance with government policies, tax laws and national policies.
This is a great opportunity in the Specialized Operations team where you will learn the Unitrax system in Shareholder Services. You will collaborate with Shareholder services teams, provide overall support to end users and clients for critical thinking to be supporting new and existing products, and resolve day to day issues.
What will you do?
Research the business requirements to support the ongoing maintenance and enhancement of Shareholder Services Systems
Ensure that all client investment data in record-keeping systems is established and maintained accurately across various product types, such as mutual funds, asset allocation strategies, linked notes, and segregated funds
Primary participant in the year end and tax support including the system set up from release meetings and vendor coordination for all client environments
Day-to-day research & resolution of problems affecting operations units
Effectively liaise with the system Vendors to provide timely and accurate
Support to our Business Partners.
Monitoring and assigning from workflow system and Robotics support on rotating schedule.
What do you need to succeed?
Must haves:
Post Secondary Education
5 years’ experience in Financial Services/ Mutual Fund Industry business knowledge.
Strong knowledge of Unitrax is preferred, tables and schedule structures, query functions, daily jobs etc.
Analytical and critical thinking, problem solving and attention to details, testing issues to replicate and new changes.
Must possess excellent communications (written & oral) skills in a client operations and client-centric environment.
Knowledge of link notes and segregated /insurance funds.
Nice-to-have:
Knowledge of ESG/FundSERV and e-business applications such as wealthlink
Completion of the Mutual Funds Operations Course recommended
Strong working knowledge of PC applications such as Word, Excel, Access
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, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process ImprovementsAdditional Job Details
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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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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 jobs.rbc.com.