Operations Service Associate in Wealth Management

RBC

Enhance your career as an Operations Service Associate at RBC in Toronto. This full-time role demands detail-oriented skills for reconciling accounts and improving processes. RBC is looking for a dedicated Service Associate with over a year of experience in the banking or wealth management sectors. You will manage account reconciliation, analyze discrepancies, and collaborate with operational teams to enhance efficiency. Your attention to detail and analytical skills will ensure compliance with regulatory standards and operational excellence. Key Responsibilities:

Perform daily cash and asset reconciliation
Ensure adherence to internal reconciliation standards
Conduct performance deviation analysis monthly
Collaborate with teams to identify root causes of variances
Maintain accurate documentation in tracking systems

Requirements:

1+ years in banking, operations, or wealth management
Experience using AI for large data sets
Strong communication and presentation skills
Detail-oriented with a risk management mindset
Excellent critical thinking abilities

Utilize your analytical and process improvement skills in a rewarding role with RBC. #J-18808-Ljbffr

Apply

Vacancy posted 13 hours ago

Similar jobs that could be interesting for youBased on the Operations Service Associate in Wealth Management in Toronto, ON vacancy

Wealth Operations Manager
...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years’ experience... ..., and compliance partners. Negotiate contracts and service agreements to ensure cost-effectiveness and quality service....
Suggested
Full time
Work at office
Remote work
Flexible hours
1 day per week
The Successful Investor
Toronto, ON
more than 2 months ago
Restaurant Service Manager
...A Piano Piano Manager is able to confidently lead their location... ...and determination”. - Owner/Operator Brendan Piunno RESPONSIBILITIES... ...; fosters a motivated, service-oriented staff culture and positive... ...workplace Manage daily operations with an acute understanding...
Suggested
Full time
Immediate start
Flexible hours
Afternoon shift
Piano Piano The Restaurant
Toronto, ON
6 days ago
Founding Operations Associate
$85k - $120k per year
...our Chief of Staff to solve operational problems, drive cross-functional... ...’ll do 1. Run workplace operations Make our HQ somewhere... ...relationships, coordinate with building management, and ensure our office is... ...take care of the day-to-day associated with your key areas. In...
Suggested
Full time
Internship
Work at office
Flexible hours
Terminal
Toronto, ON
1 day ago
People Services Associate
...Shelter and Transitional Housing services to newly arrived refugees... ...looking for a People Services Associate to join our team on an 18-... ...coverage. Reporting to the Manager, People Services and Culture,... ...projects, processes and standard operating procedures. Support the...
Suggested
Full time
Contract work
Casual work
Work at office
Trial period
Afternoon shift
Sojourn House
Toronto, ON
13 days ago
Professional Services Operations Manager
$110k - $125k per year
...rapidly growing space of Intelligent Network Operations. Organizations require a new model of... ...operations that links foundational core services with a deep, predictive understanding of... ...high rates of change with a unified management lifecycle, from provisioning to proactive...
Suggested
Full time
Bluecat Inc
Toronto, ON
more than 2 months ago
Bilingual Operations Associate, Risk
...businesses to streamline financial operations and optimize cash flow, so... ..., combining modern financial services and software to help... ...corporate cards, automated expense management, next-day bill payments, high... ...for an outstanding Operations Associate to join the Approvals...
Full time
Internship
Work at office
Float
Toronto, ON
13 days ago
Operations Manager, Canada
...licensed sports merchandise, operating a vertically integrated platform... ...mindset. Operations Manager, Canada Fanatics Commerce... ...sourcing, production, customer service, and traffic teams to ensure... ...professional sports leagues, players associations, teams, colleges, college...
Full time
Work at office
Worldwide
Fanatics Commerce
Toronto, ON
5 days ago
Wealth Management Specialist
$70 - $90 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Management and Asset Management Specialist Type: Contract Compensation: $70–$90/hour Location: Remote...
Full time
Contract work
Summer work
Work at office
Remote work
Mercor
Toronto, ON
more than 2 months ago
Operations Manager
$100k - $115k per year
...past and present merge in perfect harmony. The Role: As the Operations Manager , you will take the lead in ensuring daily operations run... ...~ Implement and maintain brand policies, procedures, and service protocols. ~ Monitor operational reports and KPIs to make...
Full time
Work at office
Flexible hours
AIRE Ancient Baths
Toronto, ON
1 day ago
Service Operations Manager (Virtual Care)
$93.5k - $104.5k per year
...by a motivating purpose. Here, you’ll do work that changes lives — including your own. The role We're looking for a Service Operations Manager to join our Clinical and Customer Support Operations (CCSO) department. This is an individual contributor role within the CCSO...
Long term contract
Full time
Second job
Maple
Toronto, ON
more than 2 months ago
Team Manager Wealth Support
...trusted investment portfolios and services - and we're constantly seeking... ...ideal candidate will lead a team of associates while actively engaging in day-to-day operations. They will oversee client... ...for performance and compliance management to ensure smooth operations....
Long term contract
Full time
Work at office
Remote work
Fidelity Investments
Toronto, ON
6 days ago
Associate Manager, Strategy & Operations Dasher & Logistics
$116k - $145k per year
...closely with Product, Engineering, Finance, Analytics, Marketing, and Operations to operate and improve one of DoorDash’s most dynamic and complex markets. About the Role We're hiring an Associate Manager, Strategy & Operations to help manage Dasher supply and delivery...
Long term contract
Full time
Temporary work
Seasonal work
Work at office
Local area
Remote work
Shift work
Doordash Canada
Toronto, ON
more than 2 months ago
Associate Manager, Business Operations
$71.4k - $105.66k per year
...part of the play! Position Overview Zynga, the global leader in mobile games, is currently seeking a full-time Associate Manager, Business Operations . We are looking for a highly organized, self-motivated operator who excels at cross-functional communication, process...
Full time
Local area
Zynga
Toronto, ON
19 days ago
Associate Technical Services Engineer II
...MongoDB Technical Services Engineers combine technical expertise,... ...to help customers build and operate reliable MongoDB applications... ...server, drivers, Atlas, Cloud Manager, Compass, and related services... ...PHP, or Perl If you have an operations background, we prefer...
Work at office
Worldwide
3 days per week
Mongodb
Toronto, ON
12 days ago
Client Service Associate
...CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business...
Full time
Work at office
Remote work
1 day per week
The Successful Investor
Toronto, ON
more than 2 months ago
Business Analyst (Wealth Management - Operations)
$51 per hour
Our client, a top banking client in Canada is looking to hire Business Analyst (Wealth Management - Operations) for their team with a contract for 3 Months with potential extension or possible conversion to Permanent . Hybrid 3 days a week (Mon, Tue, Wed) in Toronto Office....
Permanent employment
Contract work
Work at office
3 days per week
Toronto, ON
more than 2 months ago
Treasury and Operations Manager
...global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted... ...Position Overview The Treasury and Operations Manager is responsible for overseeing... ...controls, and regulated financial services operations. Key Responsibilities...
Full time
Temporary work
Internship
Work at office
Local area
Worldwide
Moomoo
Toronto, ON
more than 2 months ago
Acquisition Operations Manager
...enables businesses to streamline financial operations and optimize cash flow, so they can... ...operating system, combining modern financial services and software to help businesses spend,... ...corporate cards, automated expense management, next-day bill payments, high-yield accounts...
Full time
Contract work
Internship
Work at office
Float
Toronto, ON
9 days ago
Head of Business Operations, Private Wealth (Canada)
...Capital is a global independent asset manager with an entrepreneurial culture and a... ...looking for: The Head of Business Operations, Private Wealth (Canada) will report directly to the Senior... ..., finance, technology, client service). Act as Private Wealth’s representative...
Long term contract
Summer work
Work at office
Fiera Capital
Toronto, ON
3 days ago
Manager, Retail In-store Sales & Service Operations
$99.79k - $117.4k per year
...dynamic, customer-focused, and results-driven Manager, Retail In-store Sales & Service to lead the daily sales, service, and operational performance of ROM's retail store.... ...Assistant Store Managers and retail sales associates to create a welcoming, efficient, and high-...
Permanent employment
Full time
Contract work
Part time
Flexible hours
Weekend work
Afternoon shift
Royal Ontario Museum
Toronto, ON
5 days ago
Strategy & Operations Associate
...across healthcare, financial services, manufacturing, and technology... ...AI changes how organizations operate — the ones with no playbook,... ...and customization work, and managing pilot programs and initial deployments... ..., CS, Eng/Prompting, Operations and Product. High velocity...
Full time
Internship
Work at office
3 days per week
Valence
Toronto, ON
more than 2 months ago
Trade Settlement and Private Wealth Manager
$75k - $125k per year
Trade Settlement and Private Wealth Manager Position Description This role is hybrid and requires you to be at our... ..., supporting adoption, and maintaining consistent service delivery. Oversee day-to-day operations related to Mackenzie products, including Private Wealth...
Work at office
1 day per week
Toronto, ON
2 days ago
Client Service Assistant, Private Wealth (Contract)
$40k - $42.4k per year
...YSC - 4881 Yonge Street Job Family Group: Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada... ...Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking...
Long term contract
Permanent employment
Full time
Contract work
Part time
BMO
Toronto, ON
1 day ago
Consultant - Wealth Management
...Consultant Strategy & Business Architecture – Wealth Management Practice About the role We're hiring a... .... One is with executives about strategy, operating models and the vendor landscape. The other is with operations teams about how a trade settles, how a transfer...
Permanent employment
Full time
electricmind
Toronto, ON
25 days ago
Associate Director, Sales Operations & Strategy
...142 billion in combined assets under management and administration, with a clear... ...alongside senior sales management, the Associate Director, Sales Operations & Strategy is responsible for the development... ...Reverse Mortgage sales team. , and Wealth Solutions ( Advisor Deposits,...
Hourly pay
Permanent employment
Full time
Work at office
Eq Bank
Toronto, ON
more than 2 months ago
Manager, IT Operations
$100k - $150k per year
...2019. It is a B2B Flights as a Service provider and a world leader in virtual interlining. Operating from offices in Canada, India,... ..., and the procurement, vendor management, spend tracking, and capital... ...Responsibilities Run global IT operations Own onboarding and...
Full time
Work at office
Local area
Flexible hours
Tripstack
Toronto, ON
20 days ago
Audit Manager I, Wealth Canada Audit (1121)
$81.6k - $115.2k per year
...provide recommendations to enhance operational performance, at every single... ...and help keep our daily operations running smoothly for our customers... ...and execution), and issue management (identification and capturing... ...environment that promotes service to the business, quality, innovation...
Permanent employment
Full time
Work from home
TD Bank
Toronto, ON
1 day ago
Vice President, Compliance - Wealth Management
...Summary Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to building lasting client relationships...
Permanent employment
CGC Canaccord Genuity Corp.
Toronto, ON
2 days ago
Temporary Operations Associate, Part Time - Yorkdale
$17 - $23 per hour
...holidays if required to meet the needs of the business). Operations Associate: As an operations associate at Reformation, your primary role... ...extraordinary customer experience feedback and scoring on service evaluation. Contribute to Loss Prevention in all areas of...
Hourly pay
Temporary work
Part time
Live In
Local area
Flexible hours
Night shift
Weekend work
3 days per week
The Reformation
Toronto, ON
12 days ago
Associate, Investments and Asset Management
...Forum Asset Management – Associate, Investments and Asset Management Location: In-Office, 181 Bay Street, Toronto Work Schedule: Full... ...platforms in Canada, focused on acquiring, developing, and operating institutional-grade storage facilities in undersupplied urban...
Long term contract
Full time
Work at office
Forum Asset Management,llc
Toronto, ON
12 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Service Associate in Wealth Management. Be the first to apply!