Wealth Management Administrator: Client Service & Ops

RBC Brewin Dolphin; City of Edinburgh; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

RBC Group is seeking a Wealth Administrator to join the Wealth Management team in Edinburgh on a permanent basis. The role focuses on day-to-day administration of client accounts, delivering excellent service to colleagues and clients in a busy, collaborative environment.

The position allows some remote work (up to 1 day per week) while mainly based in the Edinburgh office, supporting Wealth Managers and the team with documentation, asset transfers, ISA activity and system updates.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Wealth mgmt admin

Office 365

Outlook

Attention to detail

Proactive

Tools

Office 365

Outlook

Job description

RBC Group is seeking a Wealth Administrator to join the Wealth Management team in Edinburgh on a permanent basis. The role focuses on day-to-day administration of client accounts, delivering excellent service to colleagues and clients in a busy, collaborative environment.

The position allows some remote work (up to 1 day per week) while mainly based in the Edinburgh office, supporting Wealth Managers and the team with documentation, asset transfers, ISA activity and system updates.