Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for an Administrator, with proven experience in private client wealth management administration, to join our London office on a permanent basis. The Administrator will play an integral role in daily administration for the office function by providing support to a large, client facing team.

You will be responsible for a variety of administrative duties ranging from processing client documentation to resolving day to day administrative queries directly with clients and third parties.

You will be a team player with excellent communication skills and a sharp eye for detail, who enjoys multi-tasking and problem-solving, adapts well to change and who thrives in a busy environment.

What will you do?

Provide wide-ranging, efficient administrative support to a client facing team, with a focus on freeing up capacity for the team’s Investment Managers and Assistants, to facilitate the team’s growth.

General administration to include (but not limited to):

Communicating (both in writing and verbally) with clients and third parties, such as solicitors, accountants, SIPP and Offshore bond providers and IFAs
 Arranging mail merges (both via post and email)

Booking Client Advice Review Calls and Meetings, sending out and processing Client Risk Questionnaires

Preparing and processing Client Advice Proposals and Client Advice Reviews in line with team process via Microsoft Teams, liaising internally with Business Standards Department to amend reviews where remediation required

Preparation and processing of all direct, and agent, client documentation for individuals, trusts and corporate accounts to include account opening / closing, W8 Bens/W8-IMYs/Withholding Statements, Fee amendments, generating reports, tracking transfers in/out/internal via internal custody and settlement system (Avaloq), processing domestic and international payments, following the internal bereavement process, arranging ISA Subscriptions and ISA APS transfers, completing Large Receipt Forms, adding connections and bank details in Client Relationship Management system, recording and escalating operating events in line with company process, restructuring accounts to link/delink in internal systems

Overseeing and monitoring of transfers of assets/cash from other institutions via internal custody and settlement system and transfer dashboard
 Maintaining accurate client records on Client Relationship Management system and team databases, resolving Change Logs, recording new business opportunities

This list is not exclusive and there may be additional duties to be undertaken.

What do you need to succeed?

Must-have

A proven track record of wide-ranging administrative experience in a Private Client Wealth Management Team is essential.A proven track record of excellent client service is essential.Experience of speaking to clients and third parties and resolving basic day-to-day queries is essential.Proven track record of building a clear understanding of all business areas and maintaining an effective network of strong working relationships with colleagues across the business is essential.Intermediate knowledge of Microsoft Word/Excel/Outlook is essential.

Nice-to-have

The CISI Investment Operations CertificateExperience of writing Client Advice Reviews and Client Advice Proposals is preferred.Experience of using Client Engage, Avaloq, Eximius and Power BI would be an advantage.Experience of line management would be an advantage but not essential.

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.

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.Flexible working and hybrid options fully supported.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

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

Additional Job Details

Address:

12 SMITHFIELD STREET:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-13

Application Deadline:

2025-02-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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