Wealth Administration Assistant - Hybrid (Cardiff)

Wealth Administration Assistant - Hybrid (Cardiff)

Cardiff Full-Time No working from home possible
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RBC in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration. The role involves preparing client documents, processing amendments, and coordinating front-of-house duties while ensuring accurate client details on systems.

You will liaise with advisers and clients, assist with ISA subscriptions and transfers, monitor asset transfers, and uphold Conduct Risk standards. A background in admin and strong MS Office skills are essential.

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Wealth Administration Assistant - Hybrid (Cardiff) employer: RBC

RBC is an exceptional employer, offering a dynamic work culture that prioritises collaboration and professional growth. With a focus on employee development, the Fund Accountant role provides opportunities to deepen your expertise in fund products while working in the vibrant city of London, known for its financial hub and diverse community. Enjoy a balanced 35-hour work week and the chance to be part of a leading firm that values integrity and excellence.

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Contact Details:

RBC Recruitment Team