Wealth Administrator Assistant

Royal Bank of Canada; Cardiff; Hybrid; GBP 24,000 - 34,000; Full time

Job summary

Royal Bank of Canada in Cardiff is seeking a Wealth Administrator Assistant to support day-to-day administration for the Wealth Management team. You will manage client documentation, liaise with advisers and clients, and help with front-of-house duties.

The role is in-office with up to one day per week remote, requiring precise communication, attention to detail, and the ability to meet deadlines. This position offers growth opportunities within a leading global bank.

Qualifications

• Must have previous administration experience.
• Intermediate knowledge of Microsoft packages.
• Clear and concise communication skills - oral and written.
• Good attention to detail.
• Ability to meet deadlines and work within restricted timescales.
• Nice-to-have: Administration experience within financial services.
• Nice-to-have: Willingness to obtain qualifications relevant to the role.

Responsibilities

• Communicate with Financial Advisers and clients, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Meeting room preparation and assisting with general front of house duties.
• 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

Communication

Critical Thinking

Customer Service Management

Decision Making

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Operational Delivery

Time Management

Trust Operations Management

Job description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join the team in Cardiff. In this role you 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.
• Meeting room preparation and assisting with general front of house duties.
• 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.
• Intermediate knowledge of Microsoft packages.
• Clear and concise communication skills - oral and written.
• Good attention to detail.
• The ability to meet deadlines and work within restricted timescales.

Nice-to-have

• Previous administration experience within financial services.
• Willingness to work to obtain qualifications relevant to the role.

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.

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: 2 CENTRAL SQUARE:CARDIFF City:
• Cardiff Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-09-11
• Application Deadline: 2026-11-13
• Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.