Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist with account openings, process payments, and manage client communications.
- Company: Join RBC, a leading financial services provider in a supportive environment.
- Benefits: Competitive salary, coaching opportunities, and a chance to make a real impact.
- Why this job: Be part of a dynamic team that values growth and collaboration.
- Qualifications: Strong communication skills and attention to detail; relevant studies are a plus.
- Other info: Work in a progressive, high-performing team with excellent career development.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Join to apply for the Wealth Administrator role at RBC.
What is the opportunity?
We have a fantastic opportunity for a Wealth Administrator to join our Cambridge office on a permanent basis.
In this position you will provide a robust administration function to the wealth management team in an efficient and timely manner.
RBC’s expectation is that from mid-September 2025, 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?
- Assisting in the account opening process including pre-populating forms
- Submission of new business to administration teams and monitoring transfer of assets
- Processing of payments and liaising with operations department
- Requesting documents and illustrations from providers
- Scanning and sending out documents and correspondence
- Preparing meeting packs and valuations for client appointments and review meetings
- Assisting with diary management
- General ad hoc admin duties
- Efficient handling of letters, telephone calls and handling of email traffic and dealing pro-actively with all other items of incoming and outgoing correspondence.
- Supports business development through correct application of client processes and procedures.
What do you need to succeed?
Must-have
- Clear and concise communication skills – oral and written.
- Accuracy, numeracy and attention to detail
- Ability to meet deadlines and work within restricted timescales
Nice-to-have
- Studying towards a relevant level 3 qualification
- Developing knowledge of Wealth Management, the wider business offering and the Financial Services sector.
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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Job Skills
- Communication
- Critical Thinking
- Customer Service Management
- Decision Making
- Detail-Oriented
- Group Problem Solving
- Interpersonal Relationship Management
- Operational Delivery
- Time Management
- Trust Operations Management
Additional Job Details
- Address: 60 STATION ROAD, 50:CAMBRIDGE
- City: Cambridge
- Country: United Kingdom
- Work hours/week: 35
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2025-09-09
- Application Deadline: 2025-11-05
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
#J-18808-Ljbffr
Wealth Administrator employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current employees at RBC. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to wealth management. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring along examples of how you’ve handled complex tasks or managed multiple deadlines. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the Wealth Administrator role. Plus, it keeps you on their radar!
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Be Clear and Concise: When you're writing your application, make sure to communicate clearly and concisely. We want to see that you can express your thoughts in a straightforward manner, just like the role requires.
Show Your Attention to Detail: Double-check your application for any typos or errors. Accuracy is key in this role, so we appreciate candidates who take the time to ensure everything is spot on before hitting send.
Tailor Your Application: Make sure to tailor your application to highlight your relevant skills and experiences. We love seeing how your background aligns with what we're looking for in a Wealth Administrator.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at RBC
✨Master the Basics of Wealth Management
Before your interview, brush up on the fundamentals of wealth management. Understand key concepts and terminology that are relevant to the role. This will not only show your interest but also demonstrate your commitment to the field.
✨Showcase Your Communication Skills
Since clear communication is a must-have for this role, prepare examples of how you've effectively communicated in previous positions. Think about times when you had to convey complex information simply or handle difficult conversations.
✨Demonstrate Attention to Detail
In your interview, be ready to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference, especially in tasks like processing payments or preparing meeting packs.
✨Prepare Questions About the Role
Have a few thoughtful questions ready to ask at the end of your interview. This could be about the team dynamics, the tools they use for diary management, or how they support professional development. It shows you're engaged and genuinely interested in the position.