Wealth Admin Specialist — Hybrid Client Support

Royal Bank of Canada>; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial institution in London seeks a Wealth Administrator to assist with the day-to-day administration of the team. This role involves communicating with clients and Financial Advisers, preparing client documentation, processing transactions, and maintaining accurate records. The ideal candidate should have prior administration experience, proficiency in Microsoft applications, and a keen attention to detail. Flexibility to work remotely up to one day per week is offered.

Qualifications

• Previous administration experience is essential – additional training will be provided.
• Intermediate knowledge of Microsoft packages.
• Good attention to detail; double-checks accuracy of information.
• 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.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Process payments for clients.

Skills

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Operational Delivery

Time Management

Trust Operations Management

Education

Relevant qualifications

Tools

Microsoft packages

Job description

A leading financial institution in London seeks a Wealth Administrator to assist with the day-to-day administration of the team. This role involves communicating with clients and Financial Advisers, preparing client documentation, processing transactions, and maintaining accurate records. The ideal candidate should have prior administration experience, proficiency in Microsoft applications, and a keen attention to detail. Flexibility to work remotely up to one day per week is offered.