Wealth Administrator

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Edinburgh office on a permanent basis.

You will play an integral role in the day-to-day ongoing administration of client's accounts. You will be instrumental in providing the best possible service to our colleagues and clients. You will work alongside a dedicated team of professionals who are committed to operational excellence, you will contribute to an environment where continuous improvement, innovation and professional development are embedded in our culture.

This role offers the ideal platform to leverage your organisation skills, attention to detail and client service expertise, while growing your capabilities within Wealth Management.

RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely.

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 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.

Requirements

• Experience in administration – ideally within Wealth Management.
• Intermediate knowledge of Office 365 Suite and Outlook.
• Proactive individual.
• Clear and concise communication skills.
• Demonstrated RBC values.

Nice-to-have

• Willingness to work towards qualifications relevant to the role.

Benefits

• 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.