Wealth Administrator

rbc; City of Edinburgh; In loco; GBP 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

RBC Wealth Management in Edinburgh is seeking a Wealth Administrator to join the team on a permanent basis. You will play an integral role in the day-to-day administration of client accounts and provide exceptional service to colleagues and clients.

Working in the office with up to one day per week remote, you will interact with Wealth Managers, prepare documentation, monitor asset transfers, and support ISA activity while adhering to Conduct Risk standards.

Competenze

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

Mansioni

• Communicate with Wealth Managers and 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 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.

Conoscenze

Wealth management administration

Attention to detail

Proactive

Office 365

Strumenti

Outlook

Descrizione del lavoro

Job Description

What is the opportunity? 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.

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.

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
• Posted Date: 2026-09-18
• Application Deadline: 2026-10-02 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above