Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the team with daily admin tasks and client communications.
- Company: Join RBC, a leading bank committed to community and client success.
- Benefits: Enjoy flexible remote work options and opportunities for personal development.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Previous admin experience and good Microsoft skills are essential.
- Other info: Work in Cardiff with a supportive culture focused on growth.
The predicted salary is between 28800 - 42000 £ per year.
Job Description
What is the opportunity?
We have an exciting opportunity for a Wealth Administrator to join the team in our Cardiff office. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.
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 Financial Advisers and clients, 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 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
-
Previous administration experience.
-
Intermediate knowledge of Microsoft packages.
-
Willing to work to obtain qualifications relevant to the role.
-
Good attention to detail.
-
The ability to meet deadlines and work within restricted timescales.
Nice-to-have
-
Previous administration experience within financial services.
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 additio nal 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:
2 CENTRAL SQUARE:CARDIFF
City:
Cardiff
Country:
United Kingdom
Work hours/week:
35
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.
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 .
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Wealth Administrator 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
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Wealth Administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as administrators or in similar roles. Attend industry events or join online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel and Word, as these are crucial for the role. Consider taking an online course or tutorial to enhance your proficiency, which can set you apart from other candidates.
✨Tip Number 4
Prepare to demonstrate your communication skills by practising how you would explain complex financial concepts in simple terms. This will show your ability to support Financial Advisers and clients effectively during the interview.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administration experience and any relevant skills, particularly your knowledge of Microsoft packages. Use specific examples that demonstrate your attention to detail and ability to meet deadlines.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Wealth Administrator role and how your skills align with the job requirements. Mention your communication skills and any experience in financial services if applicable.
Highlight Relevant Skills: When filling out your application, emphasise key skills such as critical thinking, customer service management, and time management. These are essential for the role and should be clearly stated in your application.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail and professionalism, which is crucial for this position.
How to prepare for a job interview at Royal Bank of Canada>
✨Showcase Your Administration Skills
Make sure to highlight your previous administration experience during the interview. Be prepared to discuss specific tasks you've handled, especially those related to client documentation and record keeping, as these are crucial for the Wealth Administrator role.
✨Demonstrate Communication Proficiency
Since clear communication is key in this position, practice articulating your thoughts clearly and concisely. You might be asked to explain how you would communicate with Financial Advisers and clients, so think of examples that showcase your skills.
✨Familiarise Yourself with Microsoft Packages
As intermediate knowledge of Microsoft packages is a must-have, brush up on your skills with tools like Excel and Word. Be ready to discuss how you've used these tools in past roles to manage data or create documents efficiently.
✨Prepare for Time Management Questions
Given the need to meet deadlines and work within restricted timescales, prepare to answer questions about how you prioritise tasks. Think of examples where you successfully managed multiple responsibilities and met tight deadlines.
