Wealth Administrator Assistant

RBC is hiring a Wealth Administrator Assistant in Cardiff, United Kingdom. Level rates it ; you can apply on RBC.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
The posting allows some remote work.
Tools and skills the posting cites include Microsoft Office, administration and communication.
Level lists 771 other open roles at RBC.
The role was posted within the past week.

AI in this role

Provide daily administrative support for wealth management teams, handling client documentation, asset transfers, and record keeping.

microsoft-office

administrationcommunicationattention-to-detailrecord-keeping

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join the team in Cardiff. In this role you will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

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, depending on working arrangements.

What will you do?

Communicate with Financial Advisers and clients, providing support with administration duties.
Preparation and processing of all new client documentation and amendments.
Meeting room preparation and assisting with general front of house duties.
Monitor transfers of assets/cash from other institutions.
Support ISA subscriptions and transfers.
Processing of payments 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.
Adhering to Conduct Risk standards.

What do you need to succeed?

Must-have

Previous administration experience.
Intermediate knowledge of Microsoft packages.
Clear and concise communication skills – oral and written.
Good attention to detail.
The ability to meet deadlines and work within restricted timescales.

Nice-to-have

Previous administration experience within financial services.
Willingness to work to obtain qualifications relevant to the role.

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.

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.

Agency Notice

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

#RBCBD

Job Skills

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

Additional Job Details

Address:

2 CENTRAL SQUARE:CARDIFF

City:

Cardiff

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-11

Application Deadline:

2026-11-13

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.

How we rate this

Wealth Administrator Assistant at RBC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Wealth Administrator Assistant is an open job at RBC.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in 2 CENTRAL SQUARE:CARDIFF and is marked remote.
The job was posted on October 30, 2026.
Seniority: junior.
Applications are handled by RBC. Apply on RBC

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

AdministrationCommunicationAttention To DetailRecord KeepingMicrosoft Office

Questions you could be asked

Tell me about a project where administration was part of your work. What did you do?
Tell me about a project where communication was part of your work. What did you do?
Tell me about a project where attention to detail was part of your work. What did you do?
Tell me about a project where record keeping was part of your work. What did you do?
Walk me through how you've used Microsoft Office in your day-to-day work.

Adapt your resume

List these exact terms on your resume: Administration, Communication, Attention To Detail, Record Keeping, and Microsoft Office. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

Want an expert to read your CV for this job?

Free. Send your CV and the role you want next. You get your review by email within 24 hours.

Get a free CV review Get your CV rewritten Check your resume with the ATS resume checker