Wealth Administration Coordinator - 1 Day Remote

rbc; City Of London; Hybrid; GBP 30,000 - 36,000; Full time

Job summary

RBC in London is seeking a Wealth Administrator on a 12-month FTC to support Wealth Managers with daily administration. The role involves preparing new client documentation, monitoring asset transfers, and ensuring accurate client records, with a requirement to work in the London office with up to 1 day remote per week.

The successful candidate will have experience in discretionary wealth management admin, solid Office 365 and Outlook skills, and a proactive, detail-oriented approach.

Qualifications

• Experience in administration within discretionary wealth management preferred.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive individual.
• Nice-to-have knowledge of MiFID II framework.

Responsibilities

• Communicate with Wealth Managers and Associates, providing administrative support.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process client payments.
• Maintain accurate client records and filing using systems.
• Adhere to Conduct Risk standards.

Skills

Wealth management admin

Office 365

Outlook

Attention to detail

Proactive

Tools

Office 365 Suite

Outlook

Job description

RBC in London is seeking a Wealth Administrator on a 12-month FTC to support Wealth Managers with daily administration. The role involves preparing new client documentation, monitoring asset transfers, and ensuring accurate client records, with a requirement to work in the London office with up to 1 day remote per week.

The successful candidate will have experience in discretionary wealth management admin, solid Office 365 and Outlook skills, and a proactive, detail-oriented approach.