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Accounting / Finance
RBC Capital Markets, LLC Looking for Performance Reporting and Reconciliation Specialist at Minneapolis, MN Full Time
Job Description
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Performance Reporting and Reconciliation Specialist
Job Description
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 Summary
Address:
Minneapolis, Minnesota, United States of America
City:
USA-MN-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:
2023-09-18
Application Deadline:
2023-10-16
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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.