Senior Business Solutions Specialist, Shareholder Services

What is the opportunity?

Shareholder Services is responsible for maintaining the records for investors of various Investment Companies that offer investments such as Pooled Funds, Link Notes, Hedge Funds, Asset Allocations and Mutual Funds. Along with maintaining records, reporting is provided to unit-holders, all in accordance with government policies, tax laws and national policies.

This a great opportunity where you will learn the business requirements and processes of new clients and existing clients on the Record Keeping system, Unitrax in Shareholder Services. You will be collaborating with internal and external stakeholders and bridging the gaps between the clients and RBC IS teams to solution the client's needs through project execution and various enhancements.

What will you do?

• Recommend business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients.

• Develops proposals for small to medium projects.

• Leads detailed requirement phases identifying, tracking, escalating and/or resolving business systems issues.

• Assesses researches, analyses and documents sponsor/stakeholder needs in accordance with Project Life Cycle deliverables utilizing reporting tools, requirements. Identifies tracks and resolves business systems issues.

• Recommends business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients.

• To research the business requirements to support the ongoing maintenance and enhancement of recordkeeping systems

• Participate in projects as recordkeeping subject matter expert.

• Provide support and/or training to the end product user when required including creation and execution of Desk Operating Procedures

• Interact with system support staff to review test results and relay install documentation to the end system users.

• Review existing process flows to find efficiencies and opportunities for automation where possible.

• Participate in QC checks of new fund setup.

• Participate Fundserv ESG releases

• Act as an internal resource expert within team to share knowledge and provide support on projects, including testing and analysis.

What do you need to succeed?

Must-have

• 3-5 Years experience on the Unitrax recordkeeping system

• Previous Fund experience

• Business Analysis Experience

• Must possess excellent communications (written & oral) skills

• Strong working knowledge of PC applications such as Word, Excel

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 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

Additional Job Details

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