At a Glance
- Tasks: Support Wealth Managers with client account administration and documentation.
- Company: Join RBC Brewin Dolphin, a leading wealth management firm in London.
- Benefits: Flexible remote work, professional development, and a collaborative team environment.
- Other info: Opportunities for growth and working with industry experts.
- Why this job: Make a real impact while learning in a dynamic and supportive workplace.
- Qualifications: Experience in administration and strong attention to detail required.
The predicted salary is between 31500 - 38500 £ per year.
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our London office. 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 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.
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 MiFID 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.
RBC Brewin Dolphin - Wealth Administrator 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.
