Wealth Administrator Assistant

rbc; City of Edinburgh; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

World-class training

Job summary

RBC Wealth Management in Edinburgh is seeking a Wealth Administrator Assistant to support day-to-day client account operations and deliver exceptional service. This permanent, full-time role requires 4 days in the Edinburgh office with up to 1 day remote weekly.

You will work with Wealth Managers and Associates, handling documentation, transfers, ISA activities, payments, and records while maintaining compliance and risk standards.

Qualifications

• Experience in administration.
• Excellent attention to detail.
• Ability to work on your own initiative to achieve results.

Responsibilities

• Communicate with Wealth Managers and Associates, providing support with administration duties.
• Prepare and process all new client documentation and amendments.
• Monitor transfers of assets and cash from other institutions.
• Support ISA subscriptions and transfers.
• Process client payments.
• Liaise with Business Support on client accounts administration.
• Monitor client review diaries and liaise with clients to arrange reviews and risk assessments.
• Maintain general record keeping and electronic filing, adhering to Conduct Risk standards.

Skills

Administration

Attention to detail

Initiative

Tools

Office 365

Outlook

Job description

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join our high-performing Wealth Management team in our Edinburgh office. In this pivotal role, you'll be the backbone of our day-to-day client account operations, ensuring seamless administration and exceptional service delivery. As part of a collaborative team of driven professionals, you'll contribute to outstanding outcomes whilst embracing continuous learning and innovation.

This is a permanent, full-time role requiring 4 days in the office at our Edinburgh location, with 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
• Prepare and process all new client documentation and amendments
• Monitor transfers of assets and cash from other institutions
• Support ISA subscriptions and transfers
• Process client payments
• Liaise with colleagues within Business Support regarding administration of client accounts
• Monitor client review diaries and liaise with clients to arrange reviews and risk assessments
• Maintain general record keeping, electronic filing, and adherence to Conduct Risk standards

What do you need to succeed?

Must-have

• Experience in administration
• Excellent attention to detail
• Ability to work on your own initiative to achieve required results

Nice-to-have

• Intermediate knowledge of Office 365 Suite and Outlook
• 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.

• A comprehensive Total Rewards Programme including bonuses, flexible benefits, and competitive compensation
• 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
• A world-class training programme in financial services

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:
• 2026-09-23 Application Deadline:
• 2026-10-07 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.

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