At a Glance
- Tasks: Manage client accounts and provide top-notch service in a dynamic team.
- Company: Join RBC, a leading bank with a focus on collaboration and growth.
- Benefits: Competitive salary, coaching support, and opportunities for professional development.
- Other info: Flexible work options and a vibrant office culture await you.
- Why this job: Make a real impact in wealth management while working with industry experts.
- Qualifications: Strong admin skills, attention to detail, and teamwork abilities required.
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 Exeter office on a 12 month Fixed Term Contract basis. 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 where 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 and ensure the smooth running and growth of the office.
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, clients, external Financial Advisers and other professional contacts.
- Preparation and processing of all new client documentation and existing client amendments.
- Process and monitor transfers of assets/cash from other institutions.
- Support ISA subscriptions and transfers.
- Processing withdrawal instructions/cash movements.
- 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 with good organisational skills.
- Intermediate knowledge of Office 365 Suite and Outlook essential.
- Excellent attention to detail.
- Proactive individual.
- Ability to work within a team but equally able to work on own initiative.
- Ability to meet deadlines/work within restricted timescales.
Nice-to-have
- Awareness of MiFID II legislative framework.
- Exposure to Wealth Management and 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.
Wealth Administrator - 12 month FTC in Exeter employer: Royal Bank of Canada
At RBC Wealth Management Europe, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in London and the South East. Our commitment to employee growth is evident through our comprehensive Total Rewards Program, which includes competitive compensation, bonuses, and flexible benefits, alongside opportunities for professional development and coaching from experienced leaders. Join us to make a meaningful impact while working with a talented team dedicated to delivering tailored financial solutions to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator - 12 month FTC in Exeter
✨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 Royal Bank of Canada.
✨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 Royal Bank of Canada 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 Wealth Administrator - 12 month FTC in Exeter
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 Royal Bank of Canada 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 Royal Bank of Canada. 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 Royal Bank of Canada confidence in your short-term commitment to the role.
How to prepare for a job interview at Royal Bank of Canada
✨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 Royal Bank of Canada.
✨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 Royal Bank of Canada 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.
