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 12 month FTC basis.
Job Description
The successful candidate will play an integral role in CAR writing. 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 practises.
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.
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
16 ST HELEN'S PLACE: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
Application Deadline
Note
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
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Wealth Administrator - 12 month FTC in London employer: RBC Brewin Dolphin
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