At a Glance
- Tasks: Support Wealth Managers with client account administration and ensure smooth operations.
- Company: Join a leading wealth management team in a dynamic Oxford office.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced environment with continuous learning and development opportunities.
- Why this job: Be part of a collaborative team making a real difference in clients' financial journeys.
- Qualifications: Experience in administration and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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 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 improve 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.
Responsibilities:
- Communicate with Wealth Managers and their Associates, providing support with administration duties.
- Prepare and process all new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Process client payments.
- Liaise with colleagues within Business Support regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- Maintain general record keeping and electronic filing.
Qualifications:
- 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.
- Strong communication, critical thinking, customer service management, decision making, detail‑oriented, group problem solving, interpersonal relationship management, operational delivery, time management, trust operations management skills.
Wealth Administrator in Oxford employer: RBC Group
At RBC, we pride ourselves on being an exceptional employer, offering a dynamic work environment in our Oxford office where collaboration and innovation thrive. Our Wealth Management team is dedicated to providing outstanding service, and we support our employees with continuous learning opportunities and a culture that values adaptability and teamwork. With the flexibility to work remotely one day a week, we ensure a healthy work-life balance while fostering professional growth in the fast-paced world of wealth administration.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator in Oxford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RBC Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Administrator in Oxford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RBC Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RBC Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RBC Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RBC Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RBC Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RBC Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
