Wealth Administrator

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Winchester 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 improving 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 one day per week remotely.

• 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 or cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments to clients.
• Contacting clients to book annual reviews.
• 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.

• Experience in administration.
• Intermediate knowledge of Office 365 Suite and Outlook, essential.
• Excellent attention to detail.
• Proactive individual.

• Awareness of MiFID II legislative framework.
• Exposure to Wealth Management.

• 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.

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail‑Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

• Address: 46 JEWRY STREET, WINCHESTER
• City:
  Winchester
• Country:
  United Kingdom
• Work hours/week: 35
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications:
• Note:
  
  Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.