Operations Associate III - Mutual Funds

RBC Capital Markets, LLC

Minneapolis, MNFull-time$11.41/hrSeen 4w agoSeen in employer's feed 2 days ago

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At a glance

Compensation

$11.41/hr

Location

Minneapolis, MN

Schedule

Full-time

Work Authorization

Not specified

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Job overview

The Operations Associate III will work with mutual fund companies and financial advisors to ensure timely processing of mutual fund business, providing superior customer service via phone and email while handling paperwork accurately. The role requires exceptional attention to detail, strong multitasking abilities, and the capacity to suggest process improvements in a fast‑paced environment.

Skills & qualifications

RequiredNice to have

Skills

Microsoft OfficeExcelAccessPC SkillsCustomer ServiceTelephone SkillsActive LearningCommunicationCritical ThinkingOperational DeliveryProcess ImprovementsTime Management

Qualifications

Bachelor's Degree or High School Diploma With 2 Years Experience2 Years ExperiencePrevious Experience Balancing/Reconciliation of AccountsBrokerage Back Office Operations ExperienceAbility to Handle Multiple Priorities in Fast Paced Deadline Driven Environment

Full job description

Job Duties

Job Description

What is the opportunity?

As an Operations Associate III in the Mutual Funds team, you will work directly with Mutual Fund companies and Financial Advisors to ensure Mutual Fund business is processed in a timely manner. You will also provide superior customer service via phone, email and other systems 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?

Research, respond to, and follow up as required to questions from other Operations departments, branch offices, Mutual Fund companies, and management staff

Accurately review, verify, and/or record data into technology supporting department processes. Understand department procedures, processes and required accountabilities in the area or department in which the incumbent works. Refers to department manuals for instructions and task assignments for the specific role

Provide routine follow up to check on status of the mutual funds business from varying Mutual Funds companies

Reduce risk by suggesting process changes and modifications as appropriate

Act as a resource for other Operation's team members

What do you need to succeed?

Must-have

4-year degree from an accredited university (or equivalent). Or High school diploma (or equivalent) and 2 years of job related experience

Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality

Ability to think critically, process complex work, investigate and inquire

Strong PC skills with knowledge of the Microsoft Office package

Excellent customer service and telephone skills

Nice-to-have

Previous experience balancing/reconciling accounts

Brokerage back office operations experience

Ability to integrate Excel and Access databases into daily work

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 above position is $50,000 - $80,000 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:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-11

Application Deadline:

2026-09-25

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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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.

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.