Operations Associate II - Annuities
Top Benefits
About the role
What is the opportunity?
As an Operations Associate II in the Annuities team, you will work directly with annuity companies and Financial Advisors to ensure annuity business is processed in a timely manner. You will also provide superior customer service via phone and email while processing paperwork without errors.
If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next opportunity, we want to hear from you!
What will you do?
- Process paperwork related to annuity business
- Provide routine follow up to check on status of the annuity business from varying annuity companies.
- Work with annuity company service representatives to gather annuity information
- Research, respond to, and follow up as required to questions from other Operations departments, branch offices, annuity companies, and management staff
- Reduce risk by suggesting process changes and modifications as appropriate
What do you need to succeed?
Must-have
- 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND at least 1 years of job-related experience
- Effective problem identification, analytical, and resolution skills along with proficient computer skills in Microsoft office 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 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 on 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
The good-faith expected salary range for the above position is $40,000 - $65,000 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 of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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
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:
2025-11-07
Application Deadline:
2025-11-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Operations Associate II - Annuities
Top Benefits
About the role
What is the opportunity?
As an Operations Associate II in the Annuities team, you will work directly with annuity companies and Financial Advisors to ensure annuity business is processed in a timely manner. You will also provide superior customer service via phone and email while processing paperwork without errors.
If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next opportunity, we want to hear from you!
What will you do?
- Process paperwork related to annuity business
- Provide routine follow up to check on status of the annuity business from varying annuity companies.
- Work with annuity company service representatives to gather annuity information
- Research, respond to, and follow up as required to questions from other Operations departments, branch offices, annuity companies, and management staff
- Reduce risk by suggesting process changes and modifications as appropriate
What do you need to succeed?
Must-have
- 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND at least 1 years of job-related experience
- Effective problem identification, analytical, and resolution skills along with proficient computer skills in Microsoft office 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 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 on 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
The good-faith expected salary range for the above position is $40,000 - $65,000 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 of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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
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:
2025-11-07
Application Deadline:
2025-11-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.