Job Description What is the opportunity? - Coordinates administrative and support functions for one or more executives or management personnel in Wealth Management. Has expert organizational knowledge and deep understanding of the operational environment.
- Supporting one or more upper management personnel in Wealth Management for all administrative needs. Scheduling meetings and making travel arrangements, processing expense claims. Creating and developing visual presentations for Capital Markets senior executives; organizing and prioritizing a large volume of incoming calls. Maintaining confidential and non-routine information and acting as project manager for special projects pertaining to Wealth Management executive staff. Developing reports and composing, critiquing and editing correspondence, as well as interfacing effectively with all levels of personnel.
The primary purpose of this position is to provide administrative support for the Head of US WM Operations and coordinate employee engagement activities for Operations. The individual is responsible for creating an engaging office environment and positive interactions with all visitors and staff. This individual interacts extensively with various business lines as well as the functional units within the firm, providing service and support to both internal and external customers. The individual in the position is expected to be a knowledgeable senior level liaison for both Operations and RBC Wealth Management. The individual in the position is responsible for assuring that the Head of Operations and Executive Leadership Team has the administrative support necessary to ensure overall performance meets and exceeds the established industry and company standards for service, innovation and professionalism.
What will you do? - Assisting in development of presentations. Creating and distributing project information to relevant parties.
- Taking meeting minutes and action items during meetings and performing basic follow-up.
- Maintaining the project database and reports; ensuring resources are available to all project team members.
- Supporting the project staff by facilitating project logistics such as meetings, conference rooms, conference calls, etc.
- Employee Engagement & Project Leadership
- Assist in planning, coordinating and/or leading employee engagement activities like Town Hall meetings, Service recognition, EDAC events, holiday celebrations, employee picnics, Operations Foundation, etc.
- Organize and leverage technology required to support events (e.g. WebEx, video conferencing, etc)
- Develop proposals and work plans as required to support Operations activities.
- Serve as leader on business and functional employee engagement committees as required.
- Serve as project manager or project owner for Operations projects and represent Operations in cross-functional projects.
- Communicate regularly with senior management team and other relevant parties to keep impacted resources informed.
- Executive Administration
- Coordinate and maintain calendars for multiple parties to ensure that activities are properly arranged and prevent conflicts by prioritizing requests for meetings from colleagues and direct reports.
- Handle office duties, such as answering and routing phone calls, responding to emails, answering routine questions and requests from Operations employees, vendors and internal clients on behalf of the Head of Operations
- Represent the office of the Head of Operations in a professional manner to external clients, professional colleagues, vendors, etc. by directing their inquiries efficiently and confidentially.
- Focus on helping the Head of Operations & Executive Leadership Team coordinate a large amount of information, requests and competing priorities by handling any/all administrative duties on their behalf.
- Create and update documentation, meeting agendas/minutes, presentations, spreadsheets, organizational charts, and emails as needed.
- Coordinate travel for the Head of Operations; adjust itineraries and arrangements as necessary.
- Submit expenses on behalf of the Head of US WM Operations which conform to RBC's expense policies and procedures.
- Assist and act as a resource for Operation's staff.
- Order and maintain office supplies and equipment.
What do you need to succeed? Must-have - 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience.
- 1+ year prior securities, banking, technology industry and/or job specific related industry.
- Ability to work effectively in situations involving rapid change, shifting priorities, and/or simultaneous demands.
- Comfortable in a position affording visibility and interface with senior management/executives.
- Strong knowledge and understanding of brokerage/financial operations, vendor management, and/or systems experience.
- Strong Leadership, facilitation, negotiation, verbal & written communication skills to deal with senior executives.
- Strong relationship management and managerial skills dealing with all parts of platform and all levels of senior management.
Nice-to-have 4-year degree from an accredited university in business, finance or related field.
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
The good-faith expected salary range for the above position is $65,000 - $105,000 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 culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills Administrative Support, Administrative Support, Agenda (Meeting), Business Meetings, Calendar Coordination, Calendar Management Software, Calendar Organization, Calendar Planning, Data Gathering Analysis, Data Oriented, Deadline Management, Desktop Tools, Detail Oriented Team Player (Inactive), Employee Engagement, Event Management, Expenses, External Clients, External Communication, Facilitation, Group Problem Solving, Interpersonal Communication, Meeting Organization, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint {+ 16 more}
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: Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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