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This 14-month Fixed Term contract is to support the Fund Distribution and Platforms team during a maternity leave period. Responsible for coordinating the creation and amendment of legal agreements related to the distribution of RBC BlueBay and RBC Equity Fund ranges. Collaborate closely with RBC BlueBay Global Business Development (GBD) regions, RBC US sales team, and GAM Inc teams in Canada, as well as with various Transfer Agents (TAs) and external parties to ensure timely delivery and exemplary service. Part of the Client Experience area to enhance all aspects of the client journey.
Job Responsibility:
Coordinate the setup or amendment of legal documentation, including but not limited to platform agreements, distribution agreements, introducer agreements, side letters, and complex rebate arrangements
Ensure all internal and external stakeholders are updated on the status and timelines
Proofread, review, and edit documentation as needed
Maintain day-to-day relationships with fund Transfer Agents (TAs) and proactively improve and develop the operational structure and dealing setup of the funds
Collaborate with key internal stakeholders, including the Sales team (Global Business Development), Product Development, the Management Company (ManCo), and infrastructure teams (e.g., Legal, Client Data, Fund Accounting, Finance, IT, and Compliance) to manage and deliver agreed requirements
Manage communications with both internal and external parties
Work closely with other members under the Fund Investment Operations umbrella to ensure full coverage of the workflow pipeline, platform reconciliation and to promote knowledge sharing in an environment of continuous improvement
Participating in, or leading projects to advance the team as required
Requirements:
Knowledge of the financial services industry, segregated assets and UCITs funds and products
Proven experience in a related business function (e.g., implementation/client support/service team)
Digitally savvy with good understanding of CRM tools, proficient in Microsoft Office
Highly organised and detail-oriented
ability to multitask in fast-paced environment
Salesforce experience desirable
Exemplify RBC purpose, vision and values
Self-motivated and able to work under pressure in a dynamic and fast paced environment
A track record of managing deadlines and delivering with a client first mind-set
Strong interpersonal skills, ability to collaborate with others across the business
Drive and determination
Nice to have:
Salesforce experience desirable
What we offer:
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services