Client Reporting- Confirms & Statements

Job description

Job Description What is the opportunity?: RBC Wealth Management is seeking a detail-oriented Client Reporting Senior Analyst – Statements & Confirms to join our team. A Client Reporting Senior Analyst – serves as a key partner to RBC US Wealth Management business leaders by providing expertise in the analysis, measurement and communication of financial and non-financial objectives and making recommendations regarding the financial management of the business. The ideal candidate ensures accuracy, compliance, and timeliness in client communications while collaborating across multiple departments to enhance operational efficiencies and strengthen client service. What will you do?: What do you need to succeed? - Complete critical tasks to ensure monthly account statements and daily trade confirmations are accurate, factual, and delivered on time. - Prepare, review, and deliver client statements, trade confirmations, and related reporting materials. - Create and validate multiple reports to ensure accuracy, consistency, and reliability of client and account data. - Perform statement testing three times a month to confirm data integrity prior to distribution. - Oversee the process of spe...