RBC Administrator
2 weeks ago
Job Summary
Job Description
What is the opportunity?
We are seeking an experienced Administrator to join our Nottingham office on a permanent basis.
In this position, you will provide administrative support to the team, assisting with day-to-day tasks and collaborating with senior colleagues to ensure the smooth operation of the team.
The ideal candidate will have a strong background in Financial Planning and related products, with excellent communication and organizational skills.
Key Responsibilities
- Communicate effectively with Financial Advisers and clients.
- Prioritize and process new client documentation and amendments.
- Monitor transfers of assets/cash from other institutions.
- Manage ISA subscriptions and transfers.
- Process payments for the business and clients.
- Liaise with colleagues regarding client account administration.
- Ensure accurate recording of client details and reviews on systems.
- Perform general record keeping and electronic filing.
- Adhere to Conduct Risk standards.
Requirements
- Proven administration experience in a financial services firm.
- Intermediate knowledge of MS Word/Excel/Outlook.
What We Offer
- Leaders who support your development.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Dynamic, collaborative, and high-performing team environment.
- Flexible working and hybrid options.
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations ManagementAdditional Job Details
Work hours/week:
35Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedInclusion and Equal Opportunity Employment
At RBC, we value diversity and inclusion for innovation and growth. We strive to build inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are committed to tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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