Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the team in London on a permanent basis. The role will entail completing a range of administration tasks as requested to support the existing Wealth Management team.

What will you do?

Provide a robust administration function to the Wealth Management team in an efficient and timely manner.

Assist in the account opening process, including pre-populating forms.

Submit new business to administration teams and monitoring transfer of assets.

Update True Potential database including fact find input.

Process payments and liaise with operations department.

Request documents and illustrations from providers.

Scanning and sending out documents and correspondence.

Prepare meeting packs and valuations for client appointments and review meetings.

Ensure completed files are compliant.

General ad hoc admin duties and diary management.

Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro-actively with all other items of incoming and outgoing correspondence.

Working to deadlines and service level agreements.

Support business development through correct application of client processes and procedures.

What do you need to succeed?

Must-have

Strong attention to detail.

Clear and concise communication skills – oral and written.

Ability to meet deadlines/work within restricted timescales.

Flexible and reliable team member.

Ability to work on own initiative to achieve required results.

Nice-to-have

Studying towards a relevant Level 3 qualification.

Developing knowledge of Wealth Management and the Financial Services sector.

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 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:

8 WATERLOO PLACE: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:

2025-03-05

Application Deadline:

2025-03-19

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.
​​​​​​​
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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.