Job Description
Job Summary
Job Description
What is the opportunity?
Working for the transfer agent you will be processing all unit holder transactions for both registered and non-registered products. Your responsibilities also include responding to account inquiries on a timely basis, identifying and resolving issues/and problems, and providing administrative support for internal advisory channels. As part of this dynamic team, you will also be expected to master various specialist roles as part of their progression through the various roles in the department. For more information, please visit: https://www.rbcgam.com/en/ca/
What will you do?
Process all Mutual Fund Transactions for individual, accredited and institutional investors
Verify that all proper paperwork is received and complete; also ensure that appropriate follow-up takes place for any outstanding issues
Ensure that all compliance and procedures are accurate
Document and update procedure manuals and workbooks where required
Represent the team in various working groups
Act a strong resource and support for Staff Members
What do you need to succeed?
Must Have
Post-Secondary Education
Excellent knowledge of MS Word, Outlook and Advanced Excel
Working knowledge of PowerPoint and the Internet
Strong analytical and communication skills
Nice to Have
Experience processing financial transactions, performing quality assurance checks and being able to interpret complex instructions.
Experience processing corporate, institutional and trust accounts, RRSP, RESP, RRIF and TFSA products within a back office environment
IFIC or CSC
Experience in dealing with external dealers, custodians, fund companies and various government bodies
Experience with Unitrax, Fundserv or Dataphile
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 and flexible benefits, competitive compensation and stock options where applicable
Ability to make a difference and lasting impact
Opportunities to do challenging work
Access to a variety of job opportunities across business and geographies
The expected salary range for the above position is $48,000 - $53,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
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
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time 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:
2026-06-11
Application Deadline:
2026-06-25
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Job Description
What is the opportunity?
Working for the transfer agent you will be processing all unit holder transactions for both registered and non-registered products. Your responsibilities also include responding to account inquiries on a timely basis, identifying and resolving issues/and problems, and providing administrative support for internal advisory channels. As part of this dynamic team, you will also be expected to master various specialist roles as part of their progression through the various roles in the department. For more information, please visit: https://www.rbcgam.com/en/ca/
What will you do?
Process all Mutual Fund Transactions for individual, accredited and institutional investors
Verify that all proper paperwork is received and complete; also ensure that appropriate follow-up takes place for any outstanding issues
Ensure that all compliance and procedures are accurate
Document and update procedure manuals and workbooks where required
Represent the team in various working groups
Act a strong resource and support for Staff Members
What do you need to succeed?
Must Have
Post-Secondary Education
Excellent knowledge of MS Word, Outlook and Advanced Excel
Working knowledge of PowerPoint and the Internet
Strong analytical and communication skills
Nice to Have
Experience processing financial transactions, performing quality assurance checks and being able to interpret complex instructions.
Experience processing corporate, institutional and trust accounts, RRSP, RESP, RRIF and TFSA products within a back office environment
IFIC or CSC
Experience in dealing with external dealers, custodians, fund companies and various government bodies
Experience with Unitrax, Fundserv or Dataphile
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 and flexible benefits, competitive compensation and stock options where applicable
Ability to make a difference and lasting impact
Opportunities to do challenging work
Access to a variety of job opportunities across business and geographies
The expected salary range for the above position is $48,000 - $53,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
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
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time 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:
2026-06-11
Application Deadline:
2026-06-25
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
💡 Quick Summary
Seeking a career-building opportunity? The Mutual Fund Administrator position is now open for candidates interested in the Helper Jobs sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.