RBC Brewin Dolphin - Senior Wealth Administrator (Charities) | Taunton, UK

Royal Bank of Canada; Taunton; On-site; GBP 30,000 - 50,000; Full time

Job description

RBC Brewin Dolphin - Senior Wealth Administrator (Charities)

Royal Bank of Canada Taunton, United Kingdom

Job Summary

What is the opportunity?
We have an exciting opportunity for a Senior Wealth Administrator to join the Charities team in Leeds on a permanent basis. The role will assist with and oversee the day-to-day administration for the team and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

What will you do?

• Communicate with Financial Advisers and clients.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets/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.
• Supports business development activities.
• Assist with the running of projects for the office where appropriate, and to show leadership by volunteering to be champions/ambassadors.

What do you need to succeed?

Must-have

• Previous administration experience.
• Intermediate knowledge of MS Word/Excel/Outlook.
• Strong attention to detail.
• Clear and concise communication skills - oral and written.
• Ability to meet deadlines/work within restricted timescales.

Nice-to-have

• Studying towards a relevant Level 3 qualification.
• Developing knowledge of Wealth Management and the Financial Services sector.

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.
• Flexible working options fully supported.

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: 10 WELLINGTON PLACE:LEEDS
City: Leeds
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-04-14
Application Deadline: 2025-04-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.