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Job Description
What is the opportunity?We have an exciting opportunity for a Wealth Administrator to join our team in London on a permanent basis. You will assist with the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.This position is full time and will require you to work a minimum of 4 days in the office per week with the option to work one day from home.What will you do?
1. Communicate with Financial Advisers and clients.
2. Prepare and process new client documentation and amendments.
3. Monitor transfers of assets/cash from other institutions.
4. Support with ISA subscriptions and transfers.
5. Assist with the processing of payments clients.
6. Liaise with colleagues within Business Support regarding the administration of client accounts.
7. Ensure client details and reviews are recorded correctly on systems.
8. General record keeping and electronic filing.
9. Adhere to Conduct Risk standards
What do you need to succeed?Must-have
10. Previous administration experience.
11. Intermediate knowledge of MS Word/Excel/Outlook.
12. Strong attention to detail.
13. Clear and concise communication skills – oral and written.
14. Ability to meet deadlines/work within restricted timescales.
Nice-to-have
15. Studying towards a relevant Level 3 qualification.
16. Developing knowledge of Wealth Management and the Financial Services sector.
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.
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.
21. Flexible working options fully supported.
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:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-24
Application Deadline:
2025-07-08Note: 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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Created on 01/07/2025 by TN United Kingdom
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