At a Glance
- Tasks: Support Wealth Managers with client account administration and ensure accurate record keeping.
- Company: Join RBC, a leading bank committed to diversity and professional growth.
- Benefits: Enjoy competitive salary, flexible remote work, and opportunities for personal development.
- Other info: Collaborative environment with a focus on mutual success and community impact.
- Why this job: Make a real impact in a dynamic team while learning from industry experts.
- Qualifications: Experience in administration and strong attention to detail are essential.
The predicted salary is between 31500 - 38500 £ per year.
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Oxford office on a permanent basis.
Job Description
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Oxford 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 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 Mi FID 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: SEACOURT TOWER, WEST WAY: OXFORD
- City: Oxford
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Application Deadline: 2026-08-25
- 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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Wealth Administrator in Oxford employer: RBC Brewin Dolphin
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