Wealth Admin Assistant - Hybrid & Client Services

RBC; Cardiff; Hybrid; GBP 24,000 - 34,000; Full time

Job summary

RBC Wealth Management in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the team and clients. You will assist with documentation, transfers, ISA activity, and front-of-house duties to ensure smooth operation of client accounts.

The role requires solid MS Office skills, clear communication, strong attention to detail, and the ability to meet deadlines within a busy environment. Office-based with flexibility for up to one remote day per week.

Qualifications

• Previous administration experience.
• Intermediate knowledge of Microsoft packages.
• Clear and concise communication skills – oral and written.
• Good attention to detail.
• The ability to meet deadlines and work within restricted timescales.

Responsibilities

• 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.

Skills

Administration

MS Office

Communication

Attention to detail

Deadline management

Job description

RBC Wealth Management in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the team and clients. You will assist with documentation, transfers, ISA activity, and front-of-house duties to ensure smooth operation of client accounts.

The role requires solid MS Office skills, clear communication, strong attention to detail, and the ability to meet deadlines within a busy environment. Office-based with flexibility for up to one remote day per week.