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- Tasks: Support Financial Advisers and clients with essential administration tasks.
- Company: Join RBC, a leading bank committed to diversity and growth.
- Benefits: Flexible work options, professional development, and a supportive team environment.
- Why this job: Make a real impact in a dynamic financial services setting.
- Qualifications: Previous admin experience and attention to detail are key.
- Other info: Great opportunities for career growth and collaboration.
The predicted salary is between 28800 - 43200 £ per year.
What is the opportunity? We have an exciting opportunity for a Wealth Administrator to join the team in London. 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 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 for 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 is essential – additional training will be provided.
- Intermediate knowledge of Microsoft packages.
- Willing to work to obtain qualifications relevant to the role.
- Good attention to detail and double-checks the accuracy of information and work provided.
- 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.
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 (12 Month Fixed Term Contract) employer: RBC Brewin Dolphin
Contact Detail:
RBC Brewin Dolphin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator (12 Month Fixed Term Contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand what RBC values in its employees, especially around teamwork and client service, so you can showcase how you fit right in.
✨Tip Number 3
Practice your communication skills! As a Wealth Administrator, you'll be liaising with clients and advisers, so being clear and confident in your conversations is key. Try mock interviews with friends or family to sharpen those skills.
✨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 (12 Month Fixed Term Contract)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Administrator role. Highlight your previous administration experience and any relevant skills that match the job description. We want to see how you fit into our team!
Show Off Your Attention to Detail: Since this role requires a keen eye for detail, be sure to double-check your application for any typos or errors. We appreciate candidates who take the time to ensure their work is accurate, just like we do in our day-to-day tasks.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to describe your experiences and skills. We love candidates who can communicate effectively, just like you'll need to do with clients and colleagues!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at RBC Brewin Dolphin
✨Know Your Admin Stuff
Make sure you brush up on your previous administration experience. Be ready to discuss specific tasks you've handled, especially those related to financial services. This will show that you understand the role and can hit the ground running.
✨Master Microsoft Packages
Since intermediate knowledge of Microsoft packages is a must-have, practice using Excel, Word, and Outlook. Prepare to demonstrate how you've used these tools in past roles, particularly for record keeping and communication.
✨Attention to Detail is Key
Highlight your attention to detail during the interview. You might be asked about how you ensure accuracy in your work, so think of examples where double-checking your work made a difference. This is crucial in the wealth administration field.
✨Show Your Team Spirit
RBC values collaboration, so be prepared to talk about how you’ve worked effectively within a team. Share examples of how you’ve supported colleagues or contributed to group problem-solving, as this will resonate well with their team-oriented culture.