Performance Reporting and Reconciliation Specialist II

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

The good-faith expected salary range for the above position is $45,000 - $75,000 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

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.