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Resolution Officer - Payments
Company | RBC Wealth Management |
Address | Halifax, Nova Scotia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-09-26 |
Posted at | 8 months ago |
Come Work with Us!
- Proactively identifies and recommends solutions to recurring errors and service gaps; acts as a referral point/Subject Matter Expert (SME) for sales and service RBC employees
- Maintains generic mailbox to ensure inquiries are answered promptly, within the Service Level Agreement, and assists in cross training other team members as needed
- Takes ownership and accountability for the resolution of issues and concerns at the first point of contact; demonstrating a long-term perspective in addressing vendor/business partner concerns
- Provides consistent and high-quality service in processing of accounts payable transactions within established benchmarks contributing to achievement of service levels
- Ensures all documents/data are examined for completeness and accuracy, and takes appropriate steps to correct any errors or omissions
- Assist in reviews of procedure documents, audit requests and SOX reviews
- Exercises due diligence in following operational risk policies, procedures, standards, and guidelines
- Proficient in Microsoft suite of applications, intermediate to advanced excel
- Excellent organizational and multitasking skills and ability to prioritize activities to ensure objectives are met
- 2 years of operations experience in a financial sector environment
- Some knowledge of all Regulatory and Compliance rules, Internal Audit reviews
- Knowledge in Accounts Payable
- University or college degree in accounting, finance, business preferred
- Knowledge in SAP
- Exposure to Lean Six Sigma (LSS) or process improvement
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Reception – answering phones and greeting clients
- Cover Associate vacations
- Manage the filing for all branch operations related reports and documents, oversee branch retention of documents in accordance with internal controls
- Assist with special branch projects for the teams including regulatory projects & firm-lead initiatives
- Co-ordinate with Advisor/Branch for any client events, manage invitations & logistics & event execution
- Learn the administration aspects of the Associate role (account opening, forms, trading & reports) at a basic level
- Responsible for processing all branch cash transactions, including cheques, Bankwires and for processing physical securities
- Support branch management team with administrative functions: order management of the office supplies; boardroom scheduling, providing support to Branch Administrators when needed, assisting in ordering lunch for branch presentations, support with premises management
- Account opening approvals, this includes reviewing documentation and scanning forms into the documentation workflow system, pulling documentation for branch staff as needed
- Ensure Branch and Cage reports are prepared, reviewed (where assigned), distributed and/or presented to Branch Management for review.
- Exceptional verbal and written communication skills in
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Ability to make a difference and lasting impact
- Leaders who support your development through coaching and managing opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
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