Branch Associate - Annapolis, MD (21035)
RBC - Maryland

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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: Maryland (US-MD)

City: Annapolis

Address: 1906 Towne Centre Blvd., Suite 375, Annapolis, MD

Requisition ID: 21035

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

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.

  • LI-MM1
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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