Wealth Administration Specialist | Flexible & Client‑Focused

RBC Brewin Dolphin; City of Edinburgh; Hybrid; GBP 25,000 - 36,000; Full time

Job summary

RBC Wealth Management in Edinburgh is recruiting a Wealth Administrator on a permanent basis to support the day-to-day administration of client accounts within the Wealth Management team. You will work with Wealth Managers to process new client documentation, monitor asset transfers, support ISA subscriptions, and ensure accurate record keeping and compliant processes.

The role offers office-based work with one day per week possible remotely, and opportunities to pursue industry qualifications

Qualifications

• Experience in administration – ideally within Wealth Management.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Proactive individual.
• Clear and concise communication skills.
• Demonstrated RBC values.

Responsibilities

• Communicate with Wealth Managers and their 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 for 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 experience

Office 365 Suite & Outlook

Proactive

Communication skills

RBC values

Job description

RBC Wealth Management in Edinburgh is recruiting a Wealth Administrator on a permanent basis to support the day-to-day administration of client accounts within the Wealth Management team. You will work with Wealth Managers to process new client documentation, monitor asset transfers, support ISA subscriptions, and ensure accurate record keeping and compliant processes.

The role offers office-based work with one day per week possible remotely, and opportunities to pursue industry qualifications