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Wealth Administrator

Job in Shrewsbury, Shropshire, SY1, England, UK
Listing for: Royal Bank of Canada
Part Time position
Listed on 2025-12-30
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below

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

Responsibilities
  • 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 for 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.
  • Adhere to Conduct Risk standards.
Qualifications
  • 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.
  • Communication, Critical Thinking, Customer Service Management, Decision Making, Detail‑Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management.
Company Culture

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.

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 lified applicants may be contacted to review their resume in more detail.

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