Manager Transaction Processing

**Job Summary**

**What is the opportunity?**

In this role, you will be responsible for the accurate and timely processing of all unitholder activity and maintenance of unitholder records, on their team, in line with internal policies, client requirements and well as external regulatory requirements on behalf of various Investment and Insurance Companies that offer investments such as Mutual Funds, Pooled Funds and Segregated Funds.

You will be responsible for the overall team management; and, ensure operational/administrative effectiveness and cost effectiveness through a focus on increasing quality and efficiency of staff in their day to day management of their team.

The role reports to the Associate Director Transaction Processing in Shareholder Services. Each Manager is responsible either for designated client groups or specific functions (such as Adjustments, Quality Control or Support) for which they are wholly accountable in terms of Services Level results.

**What will you do?**

Management of day-to-day operations, including client service
- Ensure the “First Time Right” Processing of unitholder activity and Quality Control for their team
- Main point of contact for escalated issues (research, recommend and implement solutions) related to processing for clients
- Subject matter expert for client specific processing issues / questions for internal contacts, such as Contact Centre, Client Management and Trust Accounting, and for clients

Leadership /People Management
- Ensure that client service (SLA) and transactional standards are met or exceeded for their team
- Set performance standards and goals for the team based on department goals/ direction
- Responsible for all aspects of performance management for the team (PPA), and for coaching and developing employees in their current role

Operational Efficiency
- Responsible for operational effectiveness for their team. Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce risk
- Ensure that staff follow standardized /documented procedures and client DOPs

Risk Management
- Ensure that staff adhere to all legal and regulatory requirements in the processes for their team
- Responsible for maintaining knowledge of regulatory requirements and industry best practice through on-going education and the development and maintenance of relationships/contacts in the Broker /Dealer network and with industry peers

**What do you need to succeed?**

**Must-have**
- Demonstrated ability /experience managing people (7+ years) in the financial services industry
- In Depth knowledge / experience of financial services, specifically in Mutual fund and Segregated Funds administration
- Solid Understanding of Mutual Fund and Segregated Fund taxation and compliance/regulation - including Registered Products
- Demonstrated ability to lead teams in a fast-paced, high stress environment
- Excellent interpersonal skills and networking abilities with clients and internal contacts
- Risk Assessment & quantification methodologies
- Issues escalation and resolution skills
- Solid Organizational & time management skills
- Computer Literacy - Intermediate MS Office user

**Nice-to-have**
- Completion of Mutual Funds Operations Course
- Experience in managing teams in a multi-client environment
- Proven track record in leading initiatives, managing cross-functional relationships

**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.
- Excellent exposure to communicate with various business partners and stakeholders in Investor & Treasury Services and within other platforms as appropriate
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation

**Job Skills**

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Office Administration, Operational Delivery, Organizing, Process Improvements, Risk Management, Time Management, Treasury Management

**Additional Job Details**

**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-04-17

**Application Deadline**:
2025-05-01

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace th