Wealth Administration Assistant - Hybrid (Cardiff)

RBC; Cardiff; On-site; GBP 21,000 - 27,000; Full time

Job summary

RBC in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration. The role involves preparing client documents, processing amendments, and coordinating front-of-house duties while ensuring accurate client details on systems.

You will liaise with advisers and clients, assist with ISA subscriptions and transfers, monitor asset transfers, and uphold Conduct Risk standards. A background in admin and strong MS Office skills are essential.

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.
• Nice-to-have: administration experience within financial services.
• Willingness to obtain qualifications relevant to the role.

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

Communication

Attention to detail

Deadline driven

Time management

Interpersonal skills

Problem solving

Customer service

Critical thinking

Tools

Microsoft Office

Job description

RBC in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day team administration. The role involves preparing client documents, processing amendments, and coordinating front-of-house duties while ensuring accurate client details on systems.

You will liaise with advisers and clients, assist with ISA subscriptions and transfers, monitor asset transfers, and uphold Conduct Risk standards. A background in admin and strong MS Office skills are essential.