Job Summary

Job Description

What is the opportunity?

In this role, you will be responsible for the accurate and timely processing of all unitholder activity and maintenance of unitholder records, on their team, in line with internal policies, client requirements and well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.

You will be responsible for the overall team management; and, ensure operational/administrative effectiveness and cost effectiveness through a focus on increasing quality and efficiency of staff in their day to day management of their team. 

The role reports to the Associate Director Transaction Processing in Shareholder Services.  Each Manager is responsible either for designated client groups or specific functions (such as Adjustments, Quality Control or Support) for which they are wholly accountable in terms of Services Level results.

What will you do?

Management of day-to-day operations, including client service

Ensure the “First Time Right” Processing of unitholder activity and Quality Control for their teamMain point of contact for escalated issues (research, recommend and implement solutions) related to processing for clientsSubject matter expert for client specific processing issues / questions for internal contacts, such as Contact Centre, Client Management and Trust Accounting, and for clients

Leadership /People Management

Ensure that client service (SLA) and transactional standards are met or exceeded for their teamSet performance standards and goals for the team based on department goals/ directionResponsible for all aspects of performance management for the team (PPA), and for coaching and developing employees in their current role

Operational Efficiency

Responsible for operational effectiveness for their team.  Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce riskEnsure that staff follow standardized /documented procedures and client DOPs

Risk Management

Ensure that staff adhere to all legal and regulatory requirements in the processes for their teamResponsible for maintaining knowledge of regulatory requirements and industry best practice through on-going education and the development and maintenance of relationships/contacts  in the Broker /Dealer network and with industry peers

What do you need to succeed?

Must-have

Demonstrated ability /experience managing people (7+ years) in the financial services industryIn Depth knowledge / experience of financial services, specifically in Mutual fund and Segregated Funds administrationSolid Understanding of Mutual Fund and Segregated Fund taxation and compliance/regulation – including Registered ProductsDemonstrated ability to lead teams in a fast-paced, high stress environmentExcellent interpersonal skills and networking abilities with clients and internal contactsRisk Assessment & quantification methodologiesIssues escalation and resolution skillsSolid Organizational & time management skillsComputer Literacy - Intermediate MS Office user

Nice-to-have

Completion of Mutual Funds Operations CourseExperience in managing teams in a multi-client environmentProven track record in leading initiatives, managing cross-functional relationships

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.

Excellent exposure to communicate with various business partners and stakeholders in Investor & Treasury Services and within other platforms as appropriateOpportunity to obtain hands-on experience throughout your roleWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within the bankExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensation

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Office Administration, Operational Delivery, Organizing, Process Improvements, Risk Management, Time Management, Treasury Management

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-17

Application Deadline:

2025-08-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

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