Wealth Admin Assistant - Hybrid (Cardiff)

Royal Bank Of Canada>; Cardiff; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

One remote day per week

Coaching and development opportunities

Job summary

Royal Bank of Canada in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the Wealth Management team. The role involves handling client and adviser communications, processing documentation, and ensuring accurate record keeping.

The team operates primarily in the office with flexibility for up to one remote day per week. A proactive, detail-focused candidate with strong MS Office skills will thrive in this environment.

Qualifications

• Previous administration experience.
• Intermediate knowledge of Microsoft packages.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines and work within restricted timescales.
• Previous administration experience within financial services.
• Willingness to work to obtain qualifications relevant to the role.

Responsibilities

• Support with administration duties for advisers and clients.
• Prepare and process new client documentation and amendments.
• Manage meeting room prep and front of house duties.
• Monitor transfers of assets/cash from other institutions.
• Assist with ISA subscriptions and transfers.
• Process client payments.
• Coordinate with Business Support for client accounts.
• Ensure client details and reviews are recorded accurately.
• Maintain records and electronic filing.
• Adhere to Conduct Risk standards.

Skills

Administration experience

Communication skills

Time management

Deadline-oriented

Tools

Microsoft Office

Job description

Royal Bank of Canada in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the Wealth Management team. The role involves handling client and adviser communications, processing documentation, and ensuring accurate record keeping.

The team operates primarily in the office with flexibility for up to one remote day per week. A proactive, detail-focused candidate with strong MS Office skills will thrive in this environment.