Branch Associate - Omaha, NE (32298)
RBC - Nebraska

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Job Category: Administrative/Office/Clerical
Job Type: Full Time

Employment Type: Regular - U.S.
Pay Type: Salaried

Exempt/Non-Exempt: Non-Exempt
Work Schedule:

Work Hours/Week: 40
People Manager: No

Work Environment: Regional Office
% Travel Required: 0

Province/State/County: Nebraska (US-NE)
City: Omaha

Address: 1120 South 101St, Suite 300, Omaha, NE
Requisition ID: 32298

Position Purpose:

Do what you love and love what you do! Become a Branch Associate with RBC. As a Branch Associate with RBC Wealth Management – one of the nation’s largest full-service investment firms – you’ll play a key role in ensuring the efficiency and accuracy of client transactions.

Key Accountabilities:

In addition to clerical duties you may already be handling, such as answering telephones, coordinating mailings, opening and distributing mail and providing some administrative support, you’ll have important operations responsibilities including, but not limited to:

  • Sending buy and sell orders
  • Maintaining all operations-related files
  • Recording all checks/securities/coupons received from clients and crediting them to proper accounts
  • Notifying Financial Advisors of receivables from clients
  • Sending transaction documentation to regional and national headquarters
  • Knowledge/Experience:

    We’re seeking someone with some previous securities, banking or entry-level mortgage experience.

    Basic Requirements
    • Basic computer skills (Microsoft Word, Excel, Outlook)
    • 2 years general office experience
    • Knowledge of investments
    • Customer service experience
    • Must be eligible to work in the U.S. without sponsorship and reside within 50 miles of office
    Minimum Qualifications (Knowledge, Skills & Abilities)
    • Basic math skills
    • Good written, verbal, and inter-personal skills
    • Good organizational skills
    • Advanced attention to detail
    • Able to manage multiple demands and competing priorities
    • Able to work with a variety of personalities
    • Able to work effectively in a fast-paced, deadline-oriented environment
    • Associate of Arts degree or post high school education or training
    • Previous financial industry experience in securities, banking, or mortgage

    When you apply please include a cover letter stating your interest in the position and your salary requirements. Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in interacting with clients and developing general product/client knowledge. RBC Wealth Management is a great place to grow, because we have the resources of a global financial leader. Yet we also maintain the entrepreneurial spirit and innovative culture of a “small firm.” So you’ll not only be refining skills with a broad range of products, you’ll also be learning strategies and solutions from some of the best in the business. We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees. Equal Opportunity Employer.


    Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.


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