Wealth Management Administrator

Position: RBC Wealth Management Administrator
Become a Wealth Administrator at RBC in Exeter, embarking on a 12-month Fixed Term Contract. Deliver superior service through effective administration and client account management.

As an integral team member, you'll liaise with Wealth Managers and clients, manage incoming and outgoing documentation, and facilitate cash transfers. Your organizational skills will shine as you process client amendments and ensure compliance with Conduct Risk standards. This role combines teamwork with personal initiative to meet time-critical deadlines.

Key Responsibilities:

• Communicate with external financial advisers and clients

• Process new and existing client documentation

• Monitor transfers of assets and cash from other institutions

• Support ISA subscription activities and document movements

• Maintain accurate records and electronic filing

Requirements:

• Proven administration experience with excellent organization

• Proficient in Office 365 Suite and Outlook

• Strong attention to detail and proactive approach

• Ability to thrive in a deadline-driven environment

• Capability to work both independently and collaboratively

Elevate your administrative career while supporting RBC’s wealth management vision and clients’ success.
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