# Wealth Administrator Assistant

**Company**: RBC
**Location**: Cardiff
**Work arrangement**: hybrid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/2-CENTRAL-SQUARECARDIFF/Wealth-Administrator-Assistant_R-0000187593-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-administrator-assistant-2dfca4f4-44a/

## Description

We have an exciting opportunity for a Wealth Administrator Assistant to join the team in Cardiff. In this role you will assist with the day-to-day administration for the team, completing a range of administration tasks as requested to support team activities.

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, depending on working arrangements.

**Responsibilities**

- Communicate with Financial Advisers and clients, providing support with administration duties.

- Preparation and processing of all new client documentation and amendments.

- Meeting room preparation and assisting with general front of house duties.

- Monitor transfers of assets/cash from other institutions.

- Support ISA subscriptions and transfers.

- Processing of payments 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**

- Previous administration experience.

- Intermediate knowledge of Microsoft packages.

- Clear and concise communication skills – oral and written.

- Good attention to detail.

- The ability to meet deadlines and work within restricted timescales.

**Nice to have**

- Previous administration experience within financial services.

- Willingness to work to obtain 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.

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## Skills

### Required
- Communication
- Critical Thinking
- Customer Service Management
- Decision Making
- Detail-Oriented
- Group Problem Solving
- Interpersonal Relationship Management
- Operational Delivery
- Time Management
- Trust Operations Management
- Microsoft packages

### Nice to have
- Previous administration experience within financial services
- Willingness to work to obtain qualifications relevant to the role

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/2-CENTRAL-SQUARECARDIFF/Wealth-Administrator-Assistant_R-0000187593-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)