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- Tasks: Support Wealth Managers with client account administration and ensure accurate record keeping.
- Company: Join a leading wealth management team in Aberdeen with a collaborative spirit.
- Benefits: Flexible work options, professional development, and a supportive team environment.
- Other info: Opportunity for career advancement and continuous learning.
- Why this job: Be part of a dynamic team that values growth and client success.
- Qualifications: Experience in wealth management administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Aberdeen 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, 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.
- Support ISA subscriptions and transfers.
- Processing of payments clients.
- Liaise with colleagues within Operations regarding administration of client accounts.
- Ensure client details and reviews are recorded correctly on systems.
- General record keeping and electronic filing.
- Adhere to Conduct Risk standards.
What do you need to succeed?
Must-have
- Experience in administration within Wealth Management.
- Intermediate knowledge of Office 365 Suite and Outlook.
- Excellent attention to detail.
- Clear and concise communications skills with ability to communicate professionally with clients and colleagues.
Nice-to-have
- Willingness to work to obtain qualifications relevant to the role.
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...
Wealth Administrator | Aberdeen, UK employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator | Aberdeen, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know about openings at RBC. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching common questions for Wealth Administrators. We recommend practising your responses with a friend or in front of a mirror to boost your confidence and ensure you communicate clearly.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of how you've successfully managed client accounts or handled complex administration tasks in the past. This will demonstrate your fit for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Administrator | Aberdeen, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Administrator role. Highlight your experience in administration within Wealth Management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Keep it clear and concise, just like the communication skills we value.
Showcase Your Attention to Detail: Since attention to detail is a must-have for this position, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application 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 Royal Bank of Canada
✨Know Your Wealth Management Basics
Before the interview, brush up on your knowledge of wealth management principles. Understand key terms and processes related to client account administration, as this will show your familiarity with the industry and impress your interviewers.
✨Showcase Your Attention to Detail
Since attention to detail is crucial for a Wealth Administrator, prepare examples from your past experience where your meticulousness made a difference. Whether it was catching an error in documentation or ensuring accurate record-keeping, these stories will highlight your strengths.
✨Practice Clear Communication
As you'll be liaising with Wealth Managers and clients, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your communication skills and ensure you can convey information professionally.
✨Familiarise Yourself with Office 365
Since intermediate knowledge of Office 365 is a must-have, make sure you're comfortable navigating its applications. If you can, explore features that are particularly useful for administration tasks, like Excel for data management or Outlook for scheduling, to demonstrate your tech-savviness.