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- Tasks: Support Wealth Managers with client account administration and documentation.
- Company: Join RBC, a leading wealth management firm with a collaborative culture.
- 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 community impact.
- Qualifications: Experience in administration and strong organisational skills required.
- Other info: Flexible work options and excellent career development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Lincoln 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 practises.
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, depending on working arrangements.
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.
- Supporting new business applications through third-party providers.
- 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 IFA/Wealth management sector preferred
- Intermediate knowledge of Office 365 Suite and Outlook essential
- Excellent attention to detail
- Proactive individual
- Strong organisational and time management skills essential
- Ability to work independently and under pressure
Nice-to-have
- Experience in working with major platform providers
- Progress towards Diploma in Financial Planning
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.
#RBCBD
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:
995 DODDINGTON ROAD:LINCOLN
City:
Lincoln
Country:
United Kingdom
Work hours/week:
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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.
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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 wealth management sector, especially those who work at RBC. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the IFA/Wealth management sector. Be ready to discuss how your skills align with the role of a Wealth Administrator and show off that attention to detail!
✨Tip Number 3
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 position. Plus, it keeps you on their radar.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities there, so keep checking back!
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Administrator role. Highlight your experience in administration within the IFA/Wealth management sector and showcase how your skills align with what we’re looking for.
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. We want to see that you can present information clearly and accurately right from the start!
Demonstrate Proactivity: In your application, share examples of how you've taken initiative in previous roles. We love proactive individuals who can manage their time effectively and work independently, so let us know how you fit that bill!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RBC
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of the wealth management sector. Familiarise yourself with common terms and processes, especially those related to client account administration. This will show that you're proactive and genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experiences where you've demonstrated this skill. Whether it’s through accurate record-keeping or managing client documentation, be ready to discuss how you ensure precision in your work.
✨Demonstrate Your Organisational Skills
The Wealth Administrator role is busy and varied, so highlight your organisational and time management skills during the interview. Share specific strategies you use to prioritise tasks and manage your workload effectively, especially under pressure.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and expectations for the role. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals. Plus, it gives you a chance to engage with the interviewers!