Wealth Administrator

5 days ago

Lincoln, Lincolnshire, United Kingdom RBC Full time £30,000 - £40,000 per year

Job Description

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator to join the Wealth Management team in our Lincoln office.

The successful candidate will play an integral role in the day-to-day ongoing administration of client's accounts. This is a busy and varied role and no two days will be the same. You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results while constantly learning and adapting to improving systems and working practises.

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.

What will you do?

  • 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.
  • Supporting new business applications through third-party providers.
  • 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.

What do you need to succeed?

Must-have

  • Experience in administration within the IFA/Wealth management sector preferred
  • Intermediate knowledge of Office 365 Suite and Outlook essential
  • Excellent attention to detail
  • Proactive individual
  • Strong organisational and time management skills essential
  • Ability to work independently and under pressure

Nice-to-have

  • Experience in working with major platform providers
  • Progress towards Diploma in Financial Planning

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

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

Additional Job Details

Address:

995 DODDINGTON ROAD:LINCOLN

City:

Lincoln

Country:

United Kingdom

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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