Wealth Management Administrator (12‑Month Contract)

RBC; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

RBC is seeking a Wealth Administrator to join the Wealth Management team in London on a 12-month fixed-term contract. The role focuses on day-to-day administration of client accounts in a busy, relationship-driven environment, with four in-office days.

Key duties include supporting Wealth Managers, processing new client documentation, monitoring asset and cash transfers, and ensuring compliant records. The position offers a supportive team, competitive rewards, and opportunities to develop

Qualifications

• Intermediate knowledge of Office 365 Suite and Outlook.
• Excellent attention to detail.
• Proactive approach to problem-solving and client service.

Responsibilities

• 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 payments for clients.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• Adhere to Conduct Risk standards.

Skills

Office 365 Suite

Outlook

Tools

X-Plan CRM

Job description

RBC is seeking a Wealth Administrator to join the Wealth Management team in London on a 12-month fixed-term contract. The role focuses on day-to-day administration of client accounts in a busy, relationship-driven environment, with four in-office days.

Key duties include supporting Wealth Managers, processing new client documentation, monitoring asset and cash transfers, and ensuring compliant records. The position offers a supportive team, competitive rewards, and opportunities to develop