Junior Wealth Specialist

2 months ago

Mississauga, Canada Royal Bank of Canada Full time

**Job Summary**

Assists senior consultants research business problems and analyze, develop and recommend Strategy & Planning (S&P) solutions for clients. Applies complete knowledge, skills, and practices to perform assignments.

**What is the opportunity?**

This position will primarily focus on the day-to-day operations required for trade order execution and management, custody/fund units/underlying securities reconciliation and the production of an accurate net asset value for the Legacy segregated funds. You will also be responsible to effectively manage operational risk by investigating questionable transactions & discrepancies, streamline existing operations procedures & processes and support the development and execution of new initiatives sponsored by the business.

**What will you do?**
- Ensure all required data for producing the NAV are available and quality ensured, prepare the NAV for funds and liaise with business areas concerning issues affecting the valuation of funds
- Review a reconcile transactions of assigned funds - analyze cash flow activities, reconcile assets and cash balances, maintain a balanced cash account. Also research discrepancies to investigate questionable transactions
- Review and reconcile various account holdings (i.e. custody) and investigate & correct any variances
- Perform audit checks to support the calculation of net asset values; perform reasonability test on the increase/decrease of the net asset value of a fund
- Review existing Legacy Seg Fund operations procedures & processes to identify potential risks exposures
- Contribute to developing, implementing and maintaining the infrastructure to support the Legacy segregated fund
- Support the development and execution of the Wealth Product initiatives

**What will you need to succeed?**

Must have:

- University or college degree in finance, accounting or other business-related fields
- Minimum of 2 to 3 years in finance accounting
- Ability to work in a fast-paced environment & under tight deadlines
- Strong MS Office Skills: Microsoft Excel, Word
- Excellent analytical skills, accuracy and detail-oriented
- Excellent organizational, written and verbal communication skills

Nice-to-have:

- Good technical knowledge on calculating Net Asset Value and knowledge of accounting standards
- Strong securities industry knowledge
- Completion of Canadian Securities Course (CSC)

**What's in it for you?**
- A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
- Competitive pay and high-earning potential
- All the tools, training, and team support you need to grow your career
- Flexible work/life balance options
- Sophisticated RBCI software tools to boost your productivity

**Job Skills**

Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Large Group Presentations, Long Term Planning, Results-Oriented

**Additional Job Details**

**Address**:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

**City**:
MISSISSAUGA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
INSURANCE

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-04-23

**Application Deadline**:
2024-05-09

**I**nclusion** 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.

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