Wealth Administrator (12 Month Fixed Term Contract)

RBC; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in London is seeking a Wealth Administrator to assist with daily administrative tasks. The successful candidate will communicate with Financial Advisers and clients, prepare documentation, monitor asset transfers, and ensure accurate record keeping. Strong administration experience and intermediate Microsoft skills are essential for this role, with opportunities for professional development and a supportive work environment.

Benefits

Opportunities for professional development

Supportive leadership

Ability to make a difference in the community

Qualifications

• Administration experience is essential – training will be provided.
• Intermediate knowledge of Microsoft packages is required.
• The ability to double-check accuracy of information.
• Willingness to obtain relevant qualifications is necessary.

Responsibilities

• Communicate with Financial Advisers and clients providing support.
• Prepare and process new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Process payments for clients.
• Liaise with colleagues regarding administration of client accounts.
• Ensure accuracy of client details on systems.

Skills

Previous administration experience

Intermediate knowledge of Microsoft packages

Good attention to detail

Ability to meet deadlines

Job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the team in London. The Wealth Administrator will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

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, depending on working arrangements.

What will you do?

• Communicate with Financial Advisers and clients 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

• Previous administration experience is essential – additional training will be provided.
• Intermediate knowledge of Microsoft packages.
• Willing to work to obtain qualifications relevant to the role.
• Good attention to detail and double-checks the accuracy of information and work provided.
• The ability to meet deadlines and work within restricted timescales.

Nice-to-have

• Previous administration experience within financial services.

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.