Wealth Administrator

RBC Brewin Dolphin; City of Edinburgh; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

RBC Group is seeking a Wealth Administrator to join the Wealth Management team in Edinburgh on a permanent basis. The role focuses on day-to-day administration of client accounts, delivering excellent service to colleagues and clients in a busy, collaborative environment.

The position allows some remote work (up to 1 day per week) while mainly based in the Edinburgh office, supporting Wealth Managers and the team with documentation, asset transfers, ISA activity and system updates.

Qualifications

• Experience in administration within the discretionary wealth management sector preferred.
• Intermediate knowledge of Office 365 Suite and Outlook essential.
• Excellent attention to detail.
• Proactive individual.

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 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

Wealth mgmt admin

Office 365

Outlook

Attention to detail

Proactive

Tools

Office 365

Outlook

Job description

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office on a permanent basis.

Job Description

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office on a permanent basis.

The successful candidate will play an integral role in the day-to-day ongoing administration of client’s accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practises.

RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

What will you do?

• 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 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.

What do you need to succeed?

Must-have

• Experience in administration within the discretionary wealth management sector preferred.
• Intermediate knowledge of Office 365 Suite and Outlook essential.
• Excellent attention to detail.
• Proactive individual.

Nice-to-have

• Awareness of MiFID II legislative framework.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details. #RBCBD

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:144 MORRISON STREET:EDINBURGH

City:Edinburgh

Country:United Kingdom

Work hours/week:35

Employment Type:Full time

Platform:WEALTH MANAGEMENT

Job Type:Regular

Pay Type:Salaried

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com