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- Tasks: Assist with daily administration and support senior colleagues in a dynamic team.
- Company: Join the Royal Bank of Canada, a leading global financial institution.
- Benefits: Enjoy flexible working options, coaching, and opportunities to make a real impact.
- Why this job: Be part of a collaborative, high-performing team that values growth and community impact.
- Qualifications: Previous admin experience and strong communication skills are essential; Level 3 qualification is a plus.
- Other info: Applications accepted until 11:59 PM the day before the deadline.
The predicted salary is between 36000 - 60000 £ per year.
Senior Wealth Administrator
Royal Bank of Canada London, United Kingdom
Royal Bank of Canada London, United Kingdom
Job Summary
Job Description
What is the opportunity?
We have an exciting opportunity for a Senior Wealth Administrator to join the team in London on a permanent basis. The role will assist with and oversee 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.
What will you do?
- Communicate with Financial Advisers and clients.
- Prepare and process all new client documentation and amendments.
- Monitor transfers of assets/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.
- Supports business development activities.
- Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.
What do you need to succeed?
Must-have
- Previous administration experience.
- Intermediate knowledge of MS Word/Excel/Outlook.
- Strong attention to detail.
- Clear and concise communication skills – oral and written.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have
- Studying towards a relevant Level 3 qualification.
- 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.
- 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.
- Flexible working options fully supported.
Agency Notice
RBC 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.
#RBCBD
Job Skills
Customer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Teamwork
Additional 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:
2025-07-29
Application Deadline:
2025-08-12
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At 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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Senior Wealth Administrator | London, UK employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Administrator | London, UK
✨Tip Number 1
Familiarise yourself with the specific responsibilities of a Senior Wealth Administrator. Understanding the day-to-day tasks, such as client communication and asset transfers, will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at RBC.
✨Tip Number 3
Brush up on your MS Office skills, particularly Excel, as this is crucial for the role. Consider taking an online course to enhance your proficiency, which will make you stand out as a candidate.
✨Tip Number 4
Showcase your attention to detail in any interactions you have with the company. Whether it's through emails or during networking events, being meticulous will reflect the qualities they are looking for in a Senior Wealth Administrator.
We think you need these skills to ace Senior Wealth Administrator | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administration experience and skills that align with the Senior Wealth Administrator role. Emphasise your attention to detail and communication skills, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses how your background and skills make you a great fit for the role. Mention your familiarity with MS Word, Excel, and Outlook, and provide examples of how you've successfully managed client documentation in the past.
Showcase Relevant Experience: In your application, include specific examples of your previous administration roles, particularly those involving client interactions or financial services. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Clear and concise communication is key, so ensure your application reflects this quality.
How to prepare for a job interview at Royal Bank of Canada
✨Showcase Your Administration Experience
Make sure to highlight your previous administration experience during the interview. Be prepared to discuss specific tasks you've handled, especially those related to client documentation and record-keeping, as these are crucial for the Senior Wealth Administrator role.
✨Demonstrate Attention to Detail
Since strong attention to detail is a must-have for this position, provide examples of how you've ensured accuracy in your past work. You might mention instances where your meticulousness prevented errors or improved processes.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a few scenarios where you successfully communicated with clients or colleagues to resolve issues.
✨Familiarise Yourself with Wealth Management
While not mandatory, having a developing knowledge of Wealth Management and the Financial Services sector can set you apart. Research current trends and challenges in the industry, and be ready to discuss how they relate to the role during your interview.
