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About the Role
We are seeking a Wealth Administrator for a 12-month Fixed Term Contract to join the Wealth Management team. This role is integral to the day-to-day administration of client accounts in a busy and varied environment. The position requires 4 days in the office, ideal for individuals who thrive in a flexible, relationship-driven setting.
Responsibilities
- Communicate with Wealth Managers and their Associates, providing support with administration duties
- Prepare and process all new client documentation and amendments
- Monitor transfers of assets and cash from other institutions
- Support ISA subscriptions and transfers
- Process payments for clients
- Liaise with colleagues within Business Support regarding administration of client accounts
- Ensure client details and reviews are recorded correctly on systems
- Adhere to Conduct Risk standards
Requirements
- Intermediate knowledge of Office 365 Suite and Outlook
- Excellent attention to detail
- Proactive approach to problem-solving and client service
- Experience in administration within the discretionary wealth management sector
- Experience of x-plan as a CRM system
- Awareness of the 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
- 16 ST HELEN'S PLACE:LONDON
- London
- United Kingdom
Work Type
- 4 days in the office
- Full time
- Contract (Fixed Term)
Benefits
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and 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
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.