Wealth Administration & Client Services Specialist

RBC; Cardiff; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

RBC in Cardiff is seeking a Wealth Administrator Assistant to support the wealth management team with daily administration in the Cardiff office, with flexibility to work remotely up to one day per week.

You will communicate with Financial Advisers and clients, prepare and process new client documents, assist with front-of-house duties, and help monitor asset transfers. The role requires attention to detail and the ability to meet deadlines within tight timescales.

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

Microsoft Office

Communication

Detail oriented

Deadline oriented

Job description

RBC in Cardiff is seeking a Wealth Administrator Assistant to support the wealth management team with daily administration in the Cardiff office, with flexibility to work remotely up to one day per week.

You will communicate with Financial Advisers and clients, prepare and process new client documents, assist with front-of-house duties, and help monitor asset transfers. The role requires attention to detail and the ability to meet deadlines within tight timescales.