Senior Wealth Administrator - 12-month Fixed Term Contract

Job Description

What is the opportunity?

We are looking for a Senior Wealth Administrator to join us on a 12-month Fixed Term Contract. You will be assisting with and overseeing day-to-day administration for the team and providing support to senior colleagues with various tasks to ensure the smooth running of the team.

This is a permanent, full-time role and requires 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Communicate with Wealth Managers and clients to understand administration needs and support requirements
• Prepare and process all new client documentation and amendments
• Monitor transfers of assets and cash from other institutions
• Support with ISA subscriptions and transfers
• 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
• Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors

What do you need to succeed?

Must-have

• Extensive administration experience within Wealth Management
• Intermediate knowledge of MS Word, Excel and Outlook
• Strong attention to detail
• Clear and concise communication skills – oral and written
• Ability to meet deadlines and work within restricted timescales

Nice-to-have

• Experience of x-plan as a CRM system
• Studying towards an industry-specific qualification

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.

• A comprehensive Total Rewards Programme including bonuses, flexible benefits and competitive compensation
• 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
• A world-class training programme in financial services

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or 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.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.