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For Companies At a Glance
- Tasks: Support the team with daily admin tasks and client documentation.
- Company: Join RBC, a leading bank committed to community and employee growth.
- Benefits: Enjoy flexible remote work options and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Previous admin experience and good attention to detail are essential.
- Other info: Work in Leeds with a collaborative and high-performing team.
The predicted salary is between 28800 - 42000 £ per year.
Job Summary
Performs administrative support and coordinates activities for the team to ensure that client needs are consistent with trust laws and regulations. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.
Job Description
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the team in Leeds. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
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Communicate with Financial Advisers and clients, providing support with administration duties.
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Preparation and processing of all new client documentation and amendments.
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Monitor transfers of assets/cash from other institutions.
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Support ISA subscriptions and transfers.
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Processing of payments clients.
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Liaise with colleagues within Business Support regarding administration of client accounts.
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Ensure client details and reviews are recorded correctly on systems.
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General record keeping and electronic filing.
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Adhering to Conduct Risk standards.
What do you need to succeed?
Must-have
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Previous administration experience.
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Intermediate knowledge of Microsoft packages.
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Willing to work to obtain qualifications relevant to the role.
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Good attention to detail.
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The ability to meet deadlines and work within restricted timescales.
Nice-to-have
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Previous administration experience within financial services.
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.
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Leaders who support your development through coaching and managing opportunities.
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Opportunities to work with the best in the field.
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Ability to make a difference and lasting impact.
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Work in a dynamic, collaborative, progressive, and high-performing team.
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
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
Additional Job Details
Address:
10 WELLINGTON PLACE:LEEDS
City:
Leeds
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-30
Application Deadline:
2025-08-13
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion 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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Wealth Administrator employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the specific regulations and trust laws relevant to wealth administration. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in wealth management. Attend industry events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for administrative tasks. Consider taking a short course if you feel you need to improve your proficiency.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle various administrative scenarios. Think about examples from your past experience that showcase your attention to detail and ability to meet deadlines.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administration experience, particularly in financial services if applicable. Emphasise your attention to detail and ability to meet deadlines, as these are crucial for the Wealth Administrator role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific skills that align with the job description, such as your proficiency in Microsoft packages and your communication skills with clients and advisers.
Highlight Relevant Experience: When detailing your previous roles, focus on tasks that relate to the responsibilities of a Wealth Administrator. Include examples of how you managed client documentation, processed payments, or liaised with colleagues in a support capacity.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are key traits for this role.
How to prepare for a job interview at RBC
✨Showcase Your Administration Skills
Make sure to highlight your previous administration experience during the interview. Be prepared to discuss specific tasks you've handled, especially those related to financial services, as this will demonstrate your capability to manage the responsibilities of a Wealth Administrator.
✨Demonstrate Attention to Detail
Since the role requires a keen eye for detail, be ready to provide examples of how you've ensured accuracy in your past work. This could include discussing how you managed client documentation or maintained records, which are crucial for compliance with trust laws and regulations.
✨Familiarise Yourself with Microsoft Packages
Intermediate knowledge of Microsoft packages is a must-have for this role. Brush up on your skills in Excel, Word, and any other relevant software before the interview, and be prepared to discuss how you've used these tools in your previous roles.
✨Prepare Questions About Team Dynamics
Since the position involves working closely with Financial Advisers and clients, think of questions that show your interest in team collaboration. Ask about how the team supports each other and what the communication style is like, as this will reflect your eagerness to fit into their dynamic environment.
