Investment Operations Securities Specialist

Investment Operations Securities Specialist (New Accounts / Account Maintenance)

The Securities Specialist will support responsibilities assigned to the Wealth Management Operations and Servicing team. Position will serve as a liaison between City National Bank and SEI Private Trust Company/National Financial Services.

What Will You Do?

• Acts as a liaison with SEI Private Trust Company/National Financial Services; resolves problems and discrepancies related to new accounts and account updates
• Reviewing system records and client agreements to ensure company standards and client eligibility are met;
• Assigns Trust account numbers and for archiving records in accordance with Retention Guidelines
• Sorts and delivers incoming mail and Trust checks to designated areas of Wealth Management Operations/Servicing
• Sorts and scans all applicable documentation into Filenet for Wealth Management Operations/Servicing, RBC Rochdale and RBC Securities
• Able to verify accuracy, manage risk, resolve issues using multiple resources, account records and online systems
• Provides back-up for other numerous functions when required to.

What Do You Need To Succeed?

Required Qualifications*

• 1 year of experience in a financial services organization
• 1 year of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook

Additional Qualifications

• Experience in investment management or trust environment helpful
• Bachelor's Degree or equivalent experience helpful
• Experience in financial services operations preferred
• Ability to interpret documentation
• Thorough understanding of and experience, using procedures, practices and regulations
• Excellent verbal/written communication skills.
• Flexibility, ability to handle a large volume of work which includes multiple tasks while maintaining accuracy.

Compensation: Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location.

Benefits and Perks: At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.