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About the Role
We are seeking a Senior Wealth Administrator for a 12-month Fixed Term Contract. This role involves overseeing day-to-day administration for the team and supporting senior colleagues to ensure smooth operations.
Responsibilities
- Communicate with Wealth Managers and clients to understand administration needs and support requirements
- Prepare and process all new client documentation and amendments
- Monitor transfers of assets and cash from other institutions
- Support with ISA subscriptions and transfers
- 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
- Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors
Requirements
- Extensive administration experience within Wealth Management
- Intermediate knowledge of MS Word, Excel and Outlook
- Strong attention to detail
- Clear and concise communication skills – oral and written
- Ability to meet deadlines and work within restricted timescales
- Experience of x-plan as a CRM system
- Studying towards an industry-specific qualification
Skills
- Customer Service Management
- Interpersonal Relationship Management
- Office Tools
- Product Knowledge
- Product Services
- Sales
- Sales Activities
- Sales Support
- Sales Systems
- Teamwork
Location
- London, United Kingdom
Work Type
- Full-time
- Contract (Fixed Term)
- Hybrid
Experience Level
- Senior
Education Level
- Industry-specific qualification (preferred)
Benefits
- Comprehensive Total Rewards Programme including bonuses
- Flexible benefits
- Competitive compensation
- 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
- A world-class training programme in financial services
About the Company
- 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.
- 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
- RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
- RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.