Wealth Administrator

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Oxford office on a permanent basis. The successful candidate will play an integral role in the day‑to‑day ongoing administration of client 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 improve 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.

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Process client payments.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• Maintain general record keeping and electronic filing.

• Experience in administration within the discretionary wealth management sector preferred.
• Intermediate knowledge of Office 365 Suite and Outlook essential.
• Excellent attention to detail.
• Proactive individual.
• Nice-to-have:
  Awareness of MiFID II legislative framework.
• Strong communication, critical thinking, customer service management, decision making, detail‑oriented, group problem solving, interpersonal relationship management, operational delivery, time management, trust operations management skills.