Hybrid Wealth Administration Assistant

Royal Bank of Canada; Cardiff; Híbrido; GBP 24.000 - 34.000; Jornada completa

Descripción de la vacante

Royal Bank of Canada in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the Wealth Management team. You will manage client documentation, liaise with advisers and clients, and help with front-of-house duties.

The role is in-office with up to one day per week remote, requiring precise communication, attention to detail, and the ability to meet deadlines. This position offers growth opportunities within a leading global bank.

Formación

• Must have previous administration experience.
• Intermediate knowledge of Microsoft packages.
• Clear and concise communication skills - oral and written.
• Good attention to detail.
• Ability to meet deadlines and work within restricted timescales.
• Nice-to-have: Administration experience within financial services.
• Nice-to-have: Willingness to obtain qualifications relevant to the role.

Responsabilidades

• 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.

Conocimientos

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Operational Delivery

Time Management

Trust Operations Management

Descripción del empleo

Royal Bank of Canada in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the Wealth Management team. You will manage client documentation, liaise with advisers and clients, and help with front-of-house duties.

The role is in-office with up to one day per week remote, requiring precise communication, attention to detail, and the ability to meet deadlines. This position offers growth opportunities within a leading global bank.