Operations Specialist I – Alternative Investments

Operations Specialist I – Alternative Investments

Requirements

• 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience
• Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
• Ability to handle multiple priorities in a fast paced and deadline driven environment with a high attention to detail and ability to maintain confidentiality
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management
• Proficient computer skills in Microsoft-based products including Word, Excel and Outlook

Responsibilities

• Act as primary specialist for the reconciliation and maintenance of RBC clients’ alternative investment positions.
• Execute daily department oversight activities to validate system processes are executing as designed. Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants. Address escalated questions independently; seeking assistance from Manager as appropriate following established department procedures
• Reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of new systems and processes as required
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department. Accurately review, verify, and/or record data into technology supporting department processes
• Train and act as a resource for less experienced Operation’s team members
• Perform other duties and responsibilities as assigned

Preferred Qualifications

• 4-year degree from an accredited university in business, finance or related field
• 3+ years business, finance, customer service and/or accounting/bookkeeping experience
• Previous experience in the securities or banking industry preferred
• Ability to integrate Excel and Access databases into daily work