Wealth Management Administrator - Hybrid

Royal Bank of Canada; City of Edinburgh; Ibrido; GBP 25.000 - 35.000; Tempo pieno

Descrizione del lavoro

Royal Bank of Canada in Edinburgh is seeking a Wealth Administrator to join the Wealth Management team on a permanent basis. You will be integral to the day-to-day administration of client accounts and to delivering excellent service to colleagues and clients.

You will work with a dedicated team committed to excellence, with opportunities to develop within Wealth Management and contribute to continuous improvement and professional development.

Competenze

• Experience in administration within Wealth Management.
• Proactive and organised.
• Clear and concise communication skills.
• Proficiency with Office 365 Suite and Outlook.

Mansioni

• Support wealth managers and Associates with administration duties.
• Prepare and process new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments for 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.

Conoscenze

Administration

Office 365

Communication

Proactive

Strumenti

Outlook

Office 365 Suite

Descrizione del lavoro

Royal Bank of Canada in Edinburgh is seeking a Wealth Administrator to join the Wealth Management team on a permanent basis. You will be integral to the day-to-day administration of client accounts and to delivering excellent service to colleagues and clients.

You will work with a dedicated team committed to excellence, with opportunities to develop within Wealth Management and contribute to continuous improvement and professional development.