Senior Complex Operations Associate/Complex Operations Associate
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Senior Complex Operations Associate/Complex Operations Associate
__San Francisco, California, United States of America
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Platform: WEALTH MANAGEMENT
Sub Category: Operations and Business Management
Type: Full time
Application Deadline:
Req ID: R-0000140757
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Job Description
What is the opportunity?
Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
- Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals
- Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures
- Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC
What do you need to succeed?
Must-have
- 1+ years general office experience
- Excellent computer skills (including Microsoft Office)
- Strong interpersonal, organizational and verbal and written communication skills and attention to detail
- Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment
Nice-to-have
- Associate’s or Bachelor’s degree or job-related experience
- Prior financial services experience
- Series 7 & 66 (or 63/65)
- Advanced math skills
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
_The good-faith expected salary range for the Senior Complex Operations Associate is $50,000 - $80,000. To be considered Senior, you must have the Series 7 and 66 or 63 and 65 one day one of employment. The good-faith expected salary range for the Complex Operations Associate is $45,000 - $70,000. _
These ranges are depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
· Drives RBC’s high performance culture
· Enables collective achievement of our strategic goals
· Generates sustainable shareholder returns and above market shareholder value
Job Skills
Additional Job Details
Address:
345 CALIFORNIA STREET:SAN FRANCISCO
City:
San Francisco
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-12
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion** 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
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About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Senior Complex Operations Associate/Complex Operations Associate
Top Benefits
About the role
Skip to main content
-
Life at RBC
-
Life at RBC
Share this Opportunity
Senior Complex Operations Associate/Complex Operations Associate
__San Francisco, California, United States of America
[ __ Save ](return false) [ __ Unsave ](return false)
Submit Error Email is required Error This value should be a valid email.
Platform: WEALTH MANAGEMENT
Sub Category: Operations and Business Management
Type: Full time
Application Deadline:
Req ID: R-0000140757
[ __ Back to search results ]( "Back to search results")
__ Previous job Next job __
Job Description
What is the opportunity?
Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
- Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals
- Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures
- Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC
What do you need to succeed?
Must-have
- 1+ years general office experience
- Excellent computer skills (including Microsoft Office)
- Strong interpersonal, organizational and verbal and written communication skills and attention to detail
- Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment
Nice-to-have
- Associate’s or Bachelor’s degree or job-related experience
- Prior financial services experience
- Series 7 & 66 (or 63/65)
- Advanced math skills
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
_The good-faith expected salary range for the Senior Complex Operations Associate is $50,000 - $80,000. To be considered Senior, you must have the Series 7 and 66 or 63 and 65 one day one of employment. The good-faith expected salary range for the Complex Operations Associate is $45,000 - $70,000. _
These ranges are depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
· Drives RBC’s high performance culture
· Enables collective achievement of our strategic goals
· Generates sustainable shareholder returns and above market shareholder value
Job Skills
Additional Job Details
Address:
345 CALIFORNIA STREET:SAN FRANCISCO
City:
San Francisco
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-12
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion** 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
[ __ Back to search results ]( "Back to search results")
__ Previous job Next job __
Similar Opportunities
- Executive Assistant Category __ Operations Location __ Los Angeles, California, United States of America Job Type __ Full time
__
No recommendations found
Get Notified of Similar Opportunities
Sign up for alerts on new similar jobs.
Enter Email address (Required)
Sign up
__
Failure!
Whatever your "What," make it yours. Here. At RBC.
__ Close the popup
Find your next job.
Please navigate the suggestions using the tab key Search for Job title or location __ __ Clear text
__ Search
Career Site Cookie Settings __
Royal Bank of Canada Website, © 1995-2025
- __ RBC careers in Facebook
- __ RBC careers in Instagram
- __ RBC careers in Twitter
- __ RBC careers in You Tube
- __ RBC careers in Linkedin
backToTop __ Top
Legal | Accessibility | Privacy & Security | RBC Job Applicant Privacy Notice | Personal Information | Your Cookie Settings ab7d1c06f1454178bc31ed0e514b5ace
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.