Wealth Administrator
Wealth Administrator
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Job Description
Job Summary
Job Description
What is the opportunity
We have an exciting opportunity for a Wealth Administrator to join the team in London. The Wealth Admin will assist with the day-to-day administration for the team completing a range of administration tasks as requested to support team activities.
What will you do
Communicate with Financial Advisers and clients providing support with administration duties.
Preparation and processing of all new client documentation and amendments.
Monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing of payments clients.
Liaise with colleagues within Business Support regarding administration of client accounts.
Ensure client details and reviews are recorded correctly on systems.
General record keeping and electronic filing.
Adhering to Conduct Risk standards.
What do you need to succeed
Must-have
Previous administration experience is essential additional training will be provided.
Intermediate knowledge of Microsoft packages.
Willing to work to obtain qualifications relevant to the role.
Good attention to detail and double-checks the accuracy of information and work provided.
The ability to meet deadlines and work within restricted timescales.
Nice-to-have
Previous administration experience within financial services.
What is 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.
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.
Agency Notice
RBC Group does not accept agency resums. Please do not forward resums to our employees nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resums. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
Communication Critical Thinking Customer Service Management Decision Making Detail-Oriented Group Problem Solving Interpersonal Relationship Management Operational Delivery Time Management Trust Operations ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 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.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
