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- Tasks: Support Wealth Managers with client account administration and documentation.
- Company: Join RBC, a leading bank with a focus on growth and community impact.
- Benefits: Flexible work options, professional development, and a collaborative team environment.
- Why this job: Make a real difference in clients' lives while growing your skills in wealth management.
- Qualifications: Experience in administration and knowledge of Office 365; attention to detail is key.
- Other info: Dynamic role with opportunities for career advancement in a supportive workplace.
The predicted salary is between 36000 - 60000 £ per year.
What is the opportunity? We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office on a permanent basis. The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practices. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.
What will you do?
- 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.
What do you need to succeed?
- Must-have 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.
- Nice-to-have Awareness of MiFID II legislative framework.
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.
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.
Wealth Administrator in London employer: 0000050471 RBC Europe Limited
Contact Detail:
0000050471 RBC Europe Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator in London
✨Tip Number 1
Network like a pro! Reach out to current employees at RBC or in the wealth management sector on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of MiFID II and the latest trends in wealth management. Show them you’re not just a candidate, but someone who’s genuinely interested in the field.
✨Tip Number 3
Practice your communication skills! As a Wealth Administrator, you'll need to liaise with various teams. Mock interviews with friends can help you articulate your thoughts clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the RBC team.
We think you need these skills to ace Wealth Administrator in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Administrator role. Highlight your experience in administration within the discretionary wealth management sector and any relevant skills that match the job description.
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, be sure to proofread your application. A well-organised and error-free submission will demonstrate your commitment to quality and professionalism.
Be Proactive in Your Approach: In your application, showcase examples of how you've taken initiative in previous roles. This aligns with the proactive individual we’re looking for and shows you’re ready to contribute positively to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and allows us to keep track of all candidates efficiently.
How to prepare for a job interview at 0000050471 RBC Europe Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the discretionary wealth management sector. Familiarise yourself with common terms and processes, especially around client documentation and asset transfers. This will show that you're proactive and ready to hit the ground running.
✨Show Off Your Attention to Detail
As a Wealth Administrator, attention to detail is crucial. During the interview, be prepared to discuss examples where your meticulous nature has made a difference in your previous roles. Highlight any experience you have with record keeping and electronic filing.
✨Communicate Clearly
Since you'll be liaising with Wealth Managers and their Associates, practice clear and concise communication. Think about how you can demonstrate your interpersonal skills during the interview. Maybe prepare a few scenarios where effective communication led to successful outcomes.
✨Be Ready for Questions on Compliance
Given the mention of MiFID II in the job description, it’s wise to brush up on this legislative framework. Be prepared to discuss how compliance impacts your work and why it’s important in wealth management. This shows that you understand the bigger picture and are committed to adhering to Conduct Risk standards.
