At a Glance
- Tasks: Assist with day-to-day administration and support senior colleagues in Wealth Management.
- Company: Join RBC, a leading bank committed to diversity and inclusion.
- Benefits: Competitive salary, bonuses, flexible benefits, and world-class training.
- Other info: Opportunity for career growth in a collaborative and high-performing environment.
- Why this job: Make a real impact while developing your skills in a dynamic team.
- Qualifications: Extensive administration experience and strong communication skills required.
The predicted salary is between 26885 - 32859 £ per year.
We are looking for a Senior Wealth Administrator to join us on a 12-month Fixed Term Contract. You will be assisting with and overseeing day-to-day administration for the team and providing support to senior colleagues with various tasks to ensure the smooth running of the team.
This is a permanent, full-time role and requires 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Communicate with Wealth Managers and clients to understand administration needs and support requirements
- Prepare and process all new client documentation and amendments
- Monitor transfers of assets and cash from other institutions
- Support with ISA subscriptions and transfers
- 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
- Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors
What do you need to succeed?
Must-have:
- Extensive administration experience within Wealth Management
- Intermediate knowledge of MS Word, Excel and Outlook
- Strong attention to detail
- Clear and concise communication skills – oral and written
- Ability to meet deadlines and work within restricted timescales
Nice-to-have:
- Experience of x-plan as a CRM system
- Studying towards an industry-specific qualification
What is in it for you?
- A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
- 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
- A world-class training programme in financial services
RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Senior Wealth Administrator - 12-month Fixed Term Contract 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Administrator - 12-month Fixed Term Contract
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like RBC.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like RBC might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Senior Wealth Administrator - 12-month Fixed Term Contract
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at RBC will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at RBC. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give RBC confidence in your short-term commitment to the role.
How to prepare for a job interview at RBC
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with RBC.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure RBC that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
