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- Tasks: Support the team with daily admin tasks and client communications.
- Company: Join RBC Brewin Dolphin, a leading financial services firm in the UK.
- Benefits: Enjoy flexible working options and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: Previous admin experience and good attention to detail are essential.
- Other info: Work in Leeds with a supportive culture focused on growth and collaboration.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Wealth Administrator role at RBC Brewin Dolphin
Join to apply for the Wealth Administrator role at RBC Brewin Dolphin
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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 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?
- Communicate with Financial Advisers and clients, 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
- Previous administration experience.
- Intermediate knowledge of Microsoft packages.
- Willing to work to obtain qualifications relevant to the role.
- Good attention to detail.
- The ability to meet deadlines and work within restricted timescales.
Nice-to-have
- 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.
- 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.
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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Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
-
Industries
Banking and Financial Services
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Wealth Administrator employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Wealth Administrator, such as client communication and documentation processing. This will help you articulate your understanding of the role during any discussions or interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your knowledge of trust laws and regulations, as this is crucial for the role. Being able to discuss these topics confidently can set you apart from other candidates.
✨Tip Number 4
Demonstrate your attention to detail by preparing questions about the role and the company during your interactions. This shows your genuine interest and helps you stand out as a candidate who is proactive.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, particularly in financial services if you have it. 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 tasks from the job description that you are excited about and how your skills align with them.
Highlight Relevant Skills: Clearly outline your proficiency in Microsoft packages and any other relevant software. If you have experience with client documentation or asset transfers, make sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Administration Basics
Make sure you brush up on your administrative skills, especially those relevant to financial services. Be prepared to discuss your previous experience and how it relates to the tasks you'll be handling as a Wealth Administrator.
✨Familiarise Yourself with Trust Laws
Since the role involves ensuring client needs align with trust laws and regulations, it's crucial to have a basic understanding of these laws. Research common regulations in the financial sector to demonstrate your knowledge during the interview.
✨Highlight Your Attention to Detail
Attention to detail is key in this role. Prepare examples from your past work where your meticulousness made a difference, whether in record keeping or processing documentation. This will show that you can handle the responsibilities effectively.
✨Prepare Questions for Your Interviewers
Show your interest in the role by preparing thoughtful questions about the team dynamics, company culture, and expectations. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.