Performance Reporting and Reconciliation Specialist

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Job Summary

As a Specialist in the Performance Reporting & Reconciliation team with RBC Wealth Management, you will be responsible for daily account reconciliation of cash, positions and alternative investments in the performance reporting applications. You will provide analysis for difficult performance reporting issues and problem solve as needed independently. You will create ad-hoc customized performance reports for high net worth clients, and provide support to financial advisors and internal business partners for performance reporting inquiries. You will partner with the department manager to develop and enhance quality checking reports to reduce erroneous data elements within the Addepar application. Lastly, you will act as a point of contact for escalated performance reporting questions.

What will you do?

• Independently research and provide analysis into difficult performance reporting issues within the Addepar application
• Reduce risk or increase efficiencies by suggesting/developing process changes, and enhance quality checking to reduce erroneous data within Addepar
• Act as a point of contact for individual and internal business partners requiring research and/or problem resolution regarding performance reporting issues
• Provide accurate analysis and processing support for manual, exception based, complex, and/or highly specialized processes within the department.
• Assist with daily activities in a timely manner while ensuring all department service levels are observed
• Perform other duties and responsibilities as assigned

What do you need to succeed?

Must-have

• Ability to effectively train, lead and provide work direction to others
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability to work independently and within a team environment
• Effective problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements
• 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND two years of work-related experience.
• 1-2 years of performance reporting experience

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field
• Experience with Addepar

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

Job Skills

Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Microsoft Excel, Operational Delivery, Process Improvements, Time Management

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

01-30

Application Deadline:

02-06

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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