# Senior Wealth Administrator

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

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/16-ST-HELENS-PLACELONDON/Senior-Wealth-Administrator---12-month-Fixed-Term-Contract_R-0000191511-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_d3a57128-63d

## Description

We are looking for a Senior Wealth Administrator to join us on a 12-month Fixed Term Contract. You will be assisting with and overseeing day-to-day administration for the team and providing support to senior colleagues with various tasks to ensure the smooth running of the team.

This is a full-time role and requires 4 days in the office at our London location, with flexibility to work up to 1 day per week remotely, depending on working arrangements.

**Responsibilities**

- Communicate with Wealth Managers and clients to understand administration needs and support requirements

- Prepare and process all new client documentation and amendments

- Monitor transfers of assets and cash from other institutions

- Support with ISA subscriptions and transfers

- 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

- Support business development activities and assist with the running of projects for the office where appropriate, showing leadership by volunteering to be champions and ambassadors

**Requirements**

- Extensive administration experience within Wealth Management

- Intermediate knowledge of MS Word, Excel and Outlook

- Strong attention to detail

- Clear and concise communication skills – oral and written

- Ability to meet deadlines and work within restricted timescales

**Nice-to-have**

- Experience of x-plan as a CRM system

- Studying towards an industry-specific qualification

**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

- A world-class training programme in financial services

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## Skills

### Required
- administration
- communication
- MS Word
- Excel
- Outlook
- attention to detail

### Nice to have
- x-plan
- industry-specific qualification

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/16-ST-HELENS-PLACELONDON/Senior-Wealth-Administrator---12-month-Fixed-Term-Contract_R-0000191511-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)