Wealth Admin (Hybrid: 1 Remote Day)

rbc; City of Edinburgh; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

RBC Wealth Management in Edinburgh is seeking a Wealth Administrator to join the team on a permanent basis. You will play an integral role in the day-to-day administration of client accounts and provide exceptional service to colleagues and clients.

Working in the office with up to one day per week remote, you will interact with Wealth Managers, prepare documentation, monitor asset transfers, and support ISA activity while adhering to Conduct Risk standards.

Qualifications

• Experience in administration within the discretionary wealth management sector preferred.
• Intermediate knowledge of Office 365 Suite and Outlook essential.
• Excellent attention to detail and proactive attitude.

Responsibilities

• Communicate with Wealth Managers and Associates, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments clients.
• Liaise with 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

Wealth management administration

Attention to detail

Proactive

Office 365

Tools

Outlook

Job description

RBC Wealth Management in Edinburgh is seeking a Wealth Administrator to join the team on a permanent basis. You will play an integral role in the day-to-day administration of client accounts and provide exceptional service to colleagues and clients.

Working in the office with up to one day per week remote, you will interact with Wealth Managers, prepare documentation, monitor asset transfers, and support ISA activity while adhering to Conduct Risk standards.