Senior Wealth Administrator & Team Mentor

Royal Bank of Canada; Glasgow; Hybrid; GBP 50.000 - 70.000; Vollzeit

Zusammenfassung

Royal Bank of Canada in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios and mentor junior teammates. The role blends high-value administrative work with leadership responsibilities to accelerate career progression.

You will work four days in the Glasgow office with one day remote, handling multi-jurisdictional structures, ensuring accuracy, and driving process improvements while collaborating across departments.

Qualifikationen

• Proven administration experience within Financial Planning.
• Intermediate proficiency with MS Teams, Word, Excel, and Outlook.
• Strong attention to detail with ability to manage complex, multi-layered tasks.
• Clear, concise communication skills—both written and verbal.
• Proven ability to meet tight deadlines while maintaining quality.
• Solid knowledge of Financial Planning products and their applications.

Aufgaben

• Manage sophisticated client documentation and amendments, including high-net-worth portfolios and multi-jurisdictional wealth structures.
• Mentor and develop Wealth Administrators, providing coaching that enhances capability across the team.
• Build strong relationships with colleagues, clients, and external providers and contribute to office operations.

Kenntnisse

Customer Service Management

Interpersonal Relationship Management

Office Tools

Product Knowledge

Product Services

Sales

Sales Activities

Sales Support

Sales Systems

Teamwork

Tools

MS Teams

Word

Excel

Outlook

Jobbeschreibung

Royal Bank of Canada in Glasgow is seeking a Senior Wealth Administrator to oversee complex client portfolios and mentor junior teammates. The role blends high-value administrative work with leadership responsibilities to accelerate career progression.

You will work four days in the Glasgow office with one day remote, handling multi-jurisdictional structures, ensuring accuracy, and driving process improvements while collaborating across departments.