Wealth AdministratorJob Description
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the team in Cardiff. The Wealth Administrator will assist with the day-to-day administration for the team,pleting a range of administration tasks as requested to support team activities.
RBC's expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
1. Preparation and processing of all new client documentation and amendments.
2. Meeting room preparation and assisting with general front of house duties.
3. Monitor transfers of assets/cash from other institutions.
4. Support ISA subscriptions and transfers.
5. Processing of payments clients.
6. Liaise with colleagues within Business Support regarding administration of client accounts.
7. Ensure client details and reviews are recorded correctly on systems.
8. General record keeping and electronic filing.
9. Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
10. Previous administration experience.
11. Intermediate knowledge of Microsoft packages.
12. Clear and concisemunication skills - oral and written.
13. Good attention to detail.
14. The ability to meet deadlines and work within restricted timescales.
Nice-to-have
15. Previous administration experience within financial services.
16. Willingness to work to obtain qualifications relevant to the role.
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 andmunities prosper. We care about each other, reaching our potential, making a difference to ourmunities, and achieving success that is mutual.
17. Leaders who support your development through coaching and managing opportunities.
18. Opportunities to work with the best in the field.
19. Ability to make a difference and lasting impact.
20. Work in a dynamic, collaborative, progressive, and high-performing team.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any otherpany 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 resumés. Please contact the Recruitment function for additional details.
#RBCBD
Job Skills
munication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
Address:
2 CENTRAL SQUARE:CARDIFF
City:
Cardiff
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-05
Application Deadline:
2025-08-19
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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 andmunities. 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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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 andmunities at Job ID R-0000136217