Wealth Administrator Assistant

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.

Should you be shortlisted, please let us know if you have any specific requirements for the interview.

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

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees or any other company location. RBC Group only pays fees to agencies where a prior agreement exists and does not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.