Hybrid Wealth Admin & Client Services Specialist

RBC Brewin Dolphin

Greater London

Hybrid

GBP 32,000 - 42,000

Full time

3 days ago

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Job summary

RBC Wealth Management in London is seeking a Wealth Administrator for a 12-month fixed-term contract to support the Wealth Management team. The role focuses on administration, documentation, and client service within a busy environment.

You will work alongside Wealth Managers and Associates, with in-office requirements and the flexibility to work remotely up to 1 day per week. The ideal candidate has discretionary wealth management admin experience and strong Office 365 skills, with attention to

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.

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 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.