Operations Associate II
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At a glance
Job overview
RBC Capital Markets, LLC is hiring an Operations Associate II. The Operations Associate II will ensure accuracy, compliance, and integrity of essential documents and forms, reviewing materials for proper completion and alignment with system data while adhering to policies and procedures.
Key focus areas include Provide customer service via email and phone interactions, Process requests using Salesforce, Workflow, and AOS Docupace, and Complete daily reports supporting Document Processing.
Important skills include Attention To Detail, Microsoft Word, Excel, Microsoft Outlook, Microsoft Access, and Problem Solving. Preferred (not required): Salesforce, Workflow, AOS Docupace, and Broadridge.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Job Duties
Job Description
What is the opportunity?
As an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization. Your responsibilities will include meticulously reviewing a variety of materials to verify proper completion, confirm alignment with system data, and ensure adherence to established policies and procedures.
This role demands strong attention to detail, exceptional critical thinking, and the ability to adapt to evolving requirements. By maintaining high standards of quality and efficiency, you will contribute directly to the smooth operation of our processes and the success of our team.
Joining the established Document Processing team, you will have the opportunity to develop specialized expertise, enhance your analytical skills, and grow professionally in a dynamic and collaborative environment. This position is ideal for individuals who thrive in detail-oriented roles and are committed to delivering precise, reliable results.
What will you do?
Provide second to none customer service to our clients via email and phone interactions
Process requests via Salesforce, Workflow and AOS Docupace
Complete daily reports that support Document Processing
Attention to Detail: Ensure all tasks, documents, and communications are executed with precision, minimizing errors and maintaining high-quality standards
Review and validate documents for completeness, accuracy, and compliance.
Compare submitted materials against system records to ensure consistency.
Identify discrepancies, escalate issues, and support resolution efforts.
Adhere to policies and procedures while maintaining confidentiality and data security.
What do you need to succeed?
Must-have
4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
Demonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
Proficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and Access
Nice-to-have
Experience within the document review
Previous experience in the securities, banking or finance industry preferred
Ability to integrate Excel and Access databases into daily work
Knowledge on Broadridge is preferred
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
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 above position is $45,000 - $70,000 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:
2026-07-15
Application Deadline:
2026-07-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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.
Minimum Education Required
High School Diploma or Equivalent
Minimum Experience Required
3 - 20 years
Shift
First (Day)
Number of Openings
1
Public Transportation Accessible
Yes
Veterans Encouraged to Apply
Yes
Physical Required
Yes
Drug Test Required
Yes
Compensation
$11.41 / Hourly
Postal Code
55401
Job Type
Full Time
Place of Work
On-site
Requisition ID
RBCAA0088R0000178776EXTERNALENCA
Job Benefits
Not specified
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