Job Description
What is the opportunity?We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office.The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practises.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. Communicate with Wealth Managers and their Associates, providing support with administration duties.
2. Preparation and processing of all new client documentation and amendments.
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. Experience in administration within the discretionary wealth management sector preferred
11. Intermediate knowledge of Office 365 Suite and Outlook essential
12. Excellent attention to detail
13. Proactive individual
Nice-to-have
14. Awareness of MiFID II legislative framework
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.
15. Leaders who support your development through coaching and managing opportunities.
16. Opportunities to work with the best in the field.
17. Ability to make a difference and lasting impact.
18. Work in a dynamic, collaborative, progressive, and high-performing team.
Agency NoticeRBC Group does not accept agency resumés. Please do not forward resumés 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 resumés. Please contact the Recruitment function for additional details.#RBCBDJob SkillsCommunication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations ManagementAdditional Job Details
Address:
144 MORRISON STREET:EDINBURGH
City:
Edinburgh
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-03
Application Deadline:
2025-09-17Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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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