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 team Main point of contact for escalated issues (research, recommend and implement solutions) related to processing for clients Subject 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 team Set performance standards and goals for the team based on department goals/ direction Responsible 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 risk Ensure 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 team Responsible 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 industry In Depth knowledge / experience of financial services, specifically in Mutual fund and Segregated Funds administration Solid Understanding of Mutual Fund and Segregated Fund taxation and compliance/regulation - including Registered Products Demonstrated ability to lead teams in a fast-paced, high stress environment Excellent interpersonal skills and networking abilities with clients and internal contacts Risk Assessment & quantification methodologies Issues escalation and resolution skills Solid Organizational & time management skills Computer Literacy - Intermediate MS Office user

Nice-to-have

Completion of Mutual Funds Operations Course Experience in managing teams in a multi-client environment Proven 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 Services and within other platforms as appropriate Opportunity to obtain hands-on experience throughout your role Working with an exciting, close-knit, supportive & dynamic group Opportunity to collaborate with other business segments within the bank Excellent career development and progression opportunities A comprehensive Total Rewards Program including bonuses and flexible benefits Competitive 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:

2025-11-06

Application Deadline:

2025-11-20

Note

:

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

I

nclusion

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.



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.