Operations Associate II

Operations Associate IIAs an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential documents and forms within our organization. Your responsibilities will include meticulously reviewing a variety of materials to verify proper completion, confirm alignment with system data, and ensure adherence to established policies and procedures.This role demands strong attention to detail, exceptional critical thinking, and the ability to adapt to evolving requirements. By maintaining high standards of quality and efficiency, you will contribute directly to the smooth operation of our processes and the success of our team.Joining the established Document Processing team, you will have the opportunity to develop specialized expertise, enhance your analytical skills, and grow professionally in a dynamic and collaborative environment. This position is ideal for individuals who thrive in detail-oriented roles and are committed to delivering precise, reliable results.What will you do?Provide second to none customer service to our clients via email and phone interactionsProcess requests via Salesforce, Workflow and AOS DocupaceComplete daily reports that support Document ProcessingAttention to Detail: Ensure all tasks, documents, and communications are executed with precision, minimizing errors and maintaining high-quality standardsReview and validate documents for completeness, accuracy, and compliance.Compare submitted materials against system records to ensure consistency.Identify discrepancies, escalate issues, and support resolution efforts.Adhere to policies and procedures while maintaining confidentiality and data security.What do you need to succeed?Must-have4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experienceDemonstrated ability to learn new technology, critical thinking skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processesAbility to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentialityExceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and managementProficient computer skills in Microsoft-based software products including Word, Excel, Outlook, and AccessNice-to-haveExperience within the document reviewPrevious experience in the securities, banking or finance industry preferredAbility to integrate Excel and Access databases into daily workKnowledge on Broadridge is preferredWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across businessThe good-faith expected salary range for the above position is $45,000 - $70,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBC's high performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsActive Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time ManagementAdditional Job DetailsAddress: 250 NICOLLET MALL, 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: 2026-07-22, Application Deadline: 2026-08-12