# Wealth Administrator

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

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/16-ST-HELENS-PLACELONDON/Wealth-Administrator---12-month-Fixed-Term-Contract_R-0000191510-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_37b368d7-84a

## Description

We are looking for a Wealth Administrator to join the Wealth Management team on a 12 month Fixed Term Contract. You will play an integral role in the day-to-day administration of client accounts within a busy and varied role.

This is a fixed term contract, with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment.

**Responsibilities**

- 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 payments for clients

- Liaise with colleagues within Business Support regarding administration of client accounts

- Ensure client details and reviews are recorded correctly on systems

- Adhere to Conduct Risk standards

**Requirements**

- Intermediate knowledge of Office 365 Suite and Outlook

- Excellent attention to detail

- Proactive approach to problem-solving and client service

**Nice to have**

- Experience in administration within the discretionary wealth management sector

- Experience of x-plan as a CRM system

- Awareness of the MiFID II legislative framework

**Benefits**

- 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

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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
- Office 365 Suite
- Outlook

### Nice to have
- x-plan
- MiFID II legislative framework
- administration within the discretionary wealth management sector

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/16-ST-HELENS-PLACELONDON/Wealth-Administrator---12-month-Fixed-Term-Contract_R-0000191510-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)