Team Lead, Billing Operations
2 months ago
**Job Summary**
**What is the opportunity?**
**What will you do?**
- Work with Excel and Broadridge's Revport platform to maintain client records and prepare invoices for the Institutional client business.
- Be a first point of contact for clients and portfolio management that will require timely and professional responses.
- Monitor receivables, record all invoices and payments, and reconcile to the ledger.
- Obtain supporting documentation from administrators and other tasks as required for the billing process.
- Ensure that client documentation is complete and available as required by internal controls, auditors, and to facilitate a smooth and accurate billing cycle.
- Perform bank deposits and other responsibilities required by the team for segregation of duties purposes.
- Assist the Business Operations and Finance teams as required.
**What do you need to succeed?**
**Must Have**
- Post secondary education, ideally specializing in finance or commerce
- 4+ years experience in a similar role
- Strong attention to detail and analytical skills
- Knowledge of Microsoft Office, particularly Excel, and openness and ability to learn new software
- Be well organized and have the flexibility to deal with multiple tasks and changing priorities
- Be able to work both independently and within a team
- Fluent in English—both oral and written
**Nice to Have**
- Knowledge of Bonaire Revport, particularly in a multi-currency environment
- Accounting experience, including an understanding of Sage products
- Financial services industry experience is also an asset
**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, flexible benefits, and competitive compensation.
- 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 and geographies
This position may be eligible to receive a discretionary/variable incentive payment.
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**
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Time Management, Treasury Management
**Additional Job Details**
**Address**:
WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVER
**City**:
VANCOUVER
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2024-09-24
**Application Deadline**:
2024-10-08
**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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