Wealth Administrator - 12 month FTC at RBC | GB | Rezi

Wealth Administrator - 12 month FTC at RBC

Wealth Administrator - 12 month FTC

RBC · GB

6 days ago

Wealth Administrator - 12 month FTC

RBC · GB

7 days ago
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About the Role

This is an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a 12-month fixed-term contract. The role involves playing an integral part in CAR writing, providing the best possible service to colleagues and clients within a dynamic and supportive team environment.

Responsibilities

  • Communicate with Wealth Managers and their Associates, 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.

Requirements

  • Experience in administration within the discretionary wealth management sector preferred.
  • Intermediate knowledge of Office 365 Suite and Outlook essential.
  • Excellent attention to detail.
  • Proactive individual.
  • Awareness of MiFID II legislative framework.

Skills

  • Communication
  • Critical Thinking
  • Customer Service Management
  • Decision Making
  • Detail-Oriented
  • Group Problem Solving
  • Interpersonal Relationship Management
  • Operational Delivery
  • Time Management
  • Trust Operations Management

Location

  • London, United Kingdom

Work Type

  • Full time
  • 12 month FTC
  • Hybrid

Benefits

  • 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.

About the Company

  • At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Equal Opportunity

  • 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.
  • RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.